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
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-434
- 0.28%
$51.26 - $52.53 $22.2K - $22.8K
154K $7.93M
FLLV
Franklin Templeton ETF Tr
-1.05K
- 8.43%
N/A
11.4K $642K
INGR
Ingredion Inc

Consumer Defensive
-219
- 2.7%
$125.6 - $137.36 $27.5K - $30.1K
7.9K $1.07M
FOVL
Ishares Tr Focused Value Facto

ETFs
-688
- 16.67%
$67.41 - $74.14 $46.4K - $51K
3.44K $240K
UFPI
Ufp Industries Inc

Basic Materials
-279
- 8.55%
$103.91 - $118.67 $29K - $33.1K
2.99K $319K
CLBK
Columbia Financial, Inc.

Financial Services
-1.97K
- 8.67%
$14.76 - $16.27 $29K - $32K
20.7K $311K
COTY
Coty Inc.

Consumer Defensive
-3.56K
- 18.81%
$5.43 - $7.61 $19.3K - $27.1K
15.4K $84K
XJR
Ishares Tresg Screened S&P Sma

ETFs
-514
- 6.28%
$36.7 - $42.78 $18.9K - $22K
7.67K $289K
CXE
Mfs High Income Municipal Trust

Financial Services
-15K
- 2.18%
$3.6 - $3.85 $54K - $57.8K
672K $2.48M
ASG
Liberty All Star Growth Fund Inc.

Financial Services
-7.09K
- 40.68%
$4.79 - $6.02 $33.9K - $42.7K
10.3K $51K
MAPS
Wm Technology, Inc.

Technology
-16.5K
- 14.4%
$1.13 - $1.48 $18.6K - $24.4K
98.1K $111K
CGTX
Cognition Therapeutics Inc

Healthcare
-49K
- 54.05%
$0.39 - $0.85 $19.1K - $41.7K
41.7K $18K
IHE
Ishares Tr

ETFs
-3.4K
- 8.46%
$65.36 - $72.85 $222K - $248K
36.8K $2.6M
BFK
Blackrock Municipal Income Trust

Financial Services
-4.51K
- 15.83%
$9.89 - $10.29 $44.6K - $46.4K
24K $237K
BOND
Pimco Active Bond Exchange Tra

ETFs
-12.9K
- 2.3%
$89.27 - $92.9 $1.15M - $1.2M
548K $50.7M
SLDP
Solid Power, Inc.

Industrials
-745
- 1.45%
$1.05 - $2.21 $782 - $1.65K
50.7K $53K
CRDA
Crawford & CO Class A

ETFs
-2.61K
- 2.74%
N/A
92.4K $1.06M
WRE
Washington Real Estate Investment Trust
-5.13K
- 23.62%
N/A
16.6K $289K
XBAP
Innovator ETF Tr Us Equity Acc
-1.64K
- 9.28%
$33.63 - $34.94 $55.2K - $57.3K
16K $560K
RTM
Invesco S&P 500 Equal Weight M

ETFs
-840
- 4.13%
N/A
19.5K $619K
Ishares Tr
-1.32K
- 5.36%
N/A
23.3K $600K
Mind Medicine Mindmed Inc
-3.2K
- 14.89%
N/A
18.3K $107K
DYLD
Two Rds Shared Tr Leadershares

ETFs
-1.96K
- 8.31%
$22.35 - $22.82 $43.8K - $44.7K
21.6K $486K
CBT
Cabot Corp

Basic Materials
-46
- 1.0%
$81.12 - $92.51 $3.73K - $4.26K
4.56K $379K
Franklin Templeton ETF Tr
-46
- 1.17%
N/A
3.88K $221K
KRP
Kimbell Royalty Partners, LP

Energy
-869
- 6.7%
$13.35 - $16.45 $11.6K - $14.3K
12.1K $169K
LEA
Lear Corp

Consumer Cyclical
-136
- 2.96%
$87.96 - $99.36 $12K - $13.5K
4.47K $394K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-1.37K
- 7.38%
$52.31 - $54.02 $71.6K - $74K
17.2K $928K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-3.7K
- 1.22%
$18.55 - $18.81 $68.6K - $69.5K
300K $5.6M
BFC
Bank First Corp

Financial Services
-487
- 10.29%
$93.72 - $106.76 $45.6K - $52K
4.24K $428K
CFFN
Capitol Federal Financial, Inc.

Financial Services
-3.36K
- 4.55%
$5.56 - $6.2 $18.7K - $20.8K
70.5K $395K
EBF
Ennis, Inc.

Industrials
-232
- 0.64%
$19.39 - $21.71 $4.5K - $5.04K
36.1K $725K
QDEF
Flexshares Quality Div Defensi

ETFs
-530
- 3.85%
$68.8 - $72.94 $36.5K - $38.7K
13.2K $925K
GLNG
Golar Lng LTD

Energy
-45
- 0.5%
$31.34 - $43.84 $1.41K - $1.97K
9.04K $343K
Invesco Exchange Traded Fd T
-125
- 2.84%
N/A
4.28K $321K
SCHW
Schwab Charles Corp

Financial Services
-21.7K
- 5.59%
$71.24 - $83.64 $1.55M - $1.81M
366K $28.7M
REAX
Real Brokerage Inc

Real Estate
-3.76K
- 8.19%
$4.06 - $5.51 $15.2K - $20.7K
42.1K $171K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
-658
- 5.84%
$41.0 - $48.93 $27K - $32.2K
10.6K $459K
LNKB
Linkbancorp, Inc.

Financial Services
-1.27K
- 2.82%
$6.69 - $7.63 $8.46K - $9.65K
43.5K $295K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
-777
- 3.49%
$15.63 - $17.67 $12.1K - $13.7K
21.5K $342K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
-210
- 2.14%
$31.17 - $40.0 $6.55K - $8.4K
9.59K $314K
TKR
Timken CO

Industrials
-612
- 8.15%
$69.85 - $83.79 $42.7K - $51.3K
6.9K $496K
GIGB
Goldman Sachs ETF Access Invt
-1.06K
- 6.92%
N/A
14.3K $654K
EWY
Ishares Inc Msci South Korea E

ETFs
-1.25K
- 13.53%
$51.16 - $58.46 $63.7K - $72.8K
7.97K $430K
MTD
Mettler Toledo International Inc

Healthcare
-7
- 0.99%
$1177.09 - $1390.0 $8.24K - $9.73K
699 $825K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-2.1K
- 5.03%
$19.96 - $20.4 $42K - $42.9K
39.7K $797K
XSW
Spdr S&P Software & Services E

ETFs
-13
- 1.02%
$159.76 - $197.42 $2.08K - $2.57K
1.26K $201K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
-12.9K
- 11.54%
$5.3 - $5.8 $68.1K - $74.5K
98.5K $553K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-12K
- 9.32%
$21.95 - $24.74 $263K - $297K
117K $2.82M
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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