Commonwealth Equity Services, LLC Reduced Holdings in Q1 2025

Commonwealth Equity Services, LLC

  • $70.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
-1.47K
- 3.46%
$31.75 - $36.0 $46.8K - $53K
41.1K $1.39M
ESI
Element Solutions Inc

Basic Materials
-772
- 4.73%
$22.61 - $27.55 $17.5K - $21.3K
15.6K $352K
IYG
Ishares Tr

ETFs
-1.16K
- 3.08%
$74.6 - $84.81 $86.6K - $98.5K
36.5K $2.87M
ZEUS
Olympic Steel Inc

Basic Materials
-302
- 0.73%
$30.8 - $37.88 $9.3K - $11.4K
41.3K $1.3M
PSFJ
Pacer Fds Tr Swan Sos Flex Jul

ETFs
-846
- 1.5%
$28.2 - $30.03 $23.9K - $25.4K
55.4K $1.58M
CCCC
C4 Therapeutics, Inc.

Healthcare
-2.78K
- 9.63%
$1.6 - $4.09 $4.45K - $11.4K
26.1K $42K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-5.33K
- 17.97%
$12.06 - $13.55 $64.3K - $72.2K
24.3K $310K
VEGI
Ishares Inc Msci Global Agricu

ETFs
-2.09K
- 21.21%
$35.02 - $38.62 $73.3K - $80.8K
7.77K $288K
Masterbrand Inc
-1.24K
- 4.22%
N/A
28.2K $368K
MITK
Mitek Systems Inc

Technology
-7
- 0.03%
$8.25 - $11.02 $57.8 - $77.1
21.5K $177K
DIVS
Guinness Atkinson Fds Smartetf
-3.31K
- 7.2%
N/A
42.7K $1.25M
SIZE
Ishares Msci Usa Size Factor E

ETFs
-355
- 11.44%
$141.68 - $155.75 $50.3K - $55.3K
2.75K $400K
LASE
Laser Photonics Corp
-3.6K
- 19.2%
$3.07 - $5.92 $11.1K - $21.3K
15.2K $47K
EOCT
Innovator Etfs Tr Emerging Mar
-3.4K
- 7.9%
N/A
39.6K $1.06M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-2.09K
- 3.55%
$49.67 - $51.43 $104K - $107K
56.7K $2.9M
VIR
Vir Biotechnology, Inc.

Healthcare
-283
- 0.42%
$6.48 - $12.48 $1.83K - $3.53K
67.1K $435K
DWAW
Advisorshares Tr Dorsey Wright

ETFs
-1K
- 14.37%
$36.16 - $42.48 $36.2K - $42.5K
5.96K $220K
Aim ETF Products Trust
-1.87K
- 5.81%
N/A
30.3K $794K
BRKL
Brookline Bancorp Inc

Financial Services
-735
- 1.29%
$10.72 - $12.69 $7.88K - $9.33K
56.4K $615K
DDM
Proshares Ultra Dow30

ETFs
-510
- 15.85%
$86.94 - $105.52 $44.3K - $53.8K
2.71K $248K
HEQT
Simplify Exchange Traded Fds H
-885
- 2.34%
$28.48 - $30.52 $25.2K - $27K
37K $1.06M
USL
United States 12 Month Oil Fund, LP

ETFs
-1.59K
- 15.39%
$35.45 - $40.53 $56.4K - $64.5K
8.75K $334K
OCFC
Oceanfirst Financial Corp

Financial Services
-278
- 0.57%
$16.44 - $19.15 $4.57K - $5.32K
48.6K $827K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
-13.4K
- 31.09%
$4.18 - $4.41 $56.1K - $59.1K
29.7K $124K
GGB
Gerdau S.A.

Basic Materials
-15.8K
- 5.16%
$2.72 - $3.08 $43K - $48.6K
291K $825K
Aim ETF Products Trust
-1.64K
- 7.6%
N/A
19.9K $539K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
-6.3K
- 7.9%
$11.01 - $11.72 $69.4K - $73.8K
73.5K $827K
IAC
Iac/Inter Active Corp

Communication Services
-1.94K
- 16.81%
$41.0 - $50.0 $79.5K - $97K
9.59K $441K
GXO
Gxo Logistics, Inc.

Industrials
-394
- 4.42%
$36.31 - $46.18 $14.3K - $18.2K
8.53K $333K
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
-2.99K
- 9.82%
N/A
27.4K $2.25M
VFVA
Vanguard Wellington Fd U S Val

ETFs
-124
- 1.31%
$111.86 - $124.32 $13.9K - $15.4K
9.33K $1.06M
ASB
Associated Banc Corp

Financial Services
-404
- 1.25%
$21.06 - $25.63 $8.51K - $10.4K
31.9K $719K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-1.12K
- 22.43%
$61.25 - $72.83 $68.8K - $81.8K
3.88K $275K
First Tr Exchng Traded Fd Vi
-1.8K
- 14.17%
N/A
10.9K $357K
MMYT
Make My Trip LTD

Consumer Cyclical
-100
- 3.21%
N/A
3.02K $296K
NTCT
Netscout Systems Inc

Technology
-2.06K
- 12.91%
$20.47 - $25.06 $42.2K - $51.6K
13.9K $292K
BHP
Bhp Group LTD

Basic Materials
-332
- 0.27%
$48.18 - $52.11 $16K - $17.3K
125K $6.06M
FLO
Flowers Foods Inc

Consumer Defensive
-965
- 4.58%
$18.05 - $20.78 $17.4K - $20.1K
20.1K $382K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-17.6K
- 6.02%
$13.05 - $13.97 $229K - $245K
274K $3.74M
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
-2.81K
- 15.32%
$3.77 - $6.08 $10.6K - $17.1K
15.5K $59K
MILN
Global X Funds Global X Millen

ETFs
-248
- 1.12%
$41.85 - $49.7 $10.4K - $12.3K
22K $947K
NYT
New York Times CO

Communication Services
-171
- 0.96%
$46.9 - $55.89 $8.02K - $9.56K
17.6K $872K
LEU
Centrus Energy Corp

Energy
-349
- 5.39%
$62.21 - $119.74 $21.7K - $41.8K
6.13K $381K
PYZ
Invesco Exchange Traded Fd Tr

ETFs
-475
- 8.73%
$84.63 - $93.15 $40.2K - $44.2K
4.97K $421K
PIN
Invesco India ETF Trust India
-1.22K
- 4.4%
N/A
26.4K $661K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-221
- 4.47%
$134.68 - $159.3 $29.8K - $35.2K
4.72K $661K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-203
- 4.42%
$189.39 - $204.09 $38.4K - $41.4K
4.39K $840K
Mackenzie Rlty Cap Inc
-6.42K
- 26.32%
N/A
18K $27K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
-35
- 0.05%
$1.14 - $2.1 $39.9 - $73.5
76.4K $90K
Activity Summary
Buys All Purchases 2705 New Holdings 256 Increased Positions 2449 Sells All Sells 1381 Reductions 1381 Sold out 0 Options Calls 0 Puts 0
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