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
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-304
- 1.11%
$83.91 - $90.87 $25.5K - $27.6K
27.1K $2.3M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-1.5K
- 13.7%
$23.9 - $24.43 $35.9K - $36.7K
9.48K $228K
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
-1.42K
- 12.9%
N/A
9.61K $340K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-2.69K
- 4.23%
N/A
60.9K $1.88M
ERIC
Ericsson Lm Telephone CO

Technology
-2.82K
- 5.54%
$7.47 - $8.9 $21.1K - $25.1K
48.1K $373K
DTEC
Alps ETF Tr Disruptive Technol

ETFs
-570
- 9.49%
$43.24 - $48.72 $24.6K - $27.8K
5.44K $236K
FPRO
Fidelity Covington Tr

ETFs
-2.16K
- 10.56%
$21.37 - $23.88 $46.2K - $51.7K
18.3K $421K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
-948
- 1.4%
$46.06 - $46.94 $43.7K - $44.5K
66.8K $3.09M
TMP
Tompkins Financial Corp

Financial Services
-78
- 1.26%
$62.44 - $72.73 $4.87K - $5.67K
6.14K $386K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-567
- 3.92%
$47.4 - $50.24 $26.9K - $28.5K
13.9K $671K
CMP
Compass Minerals International Inc

Basic Materials
-1.08K
- 8.26%
$9.29 - $14.21 $10.1K - $15.4K
12K $112K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-3.97K
- 8.15%
$36.6 - $39.56 $145K - $157K
44.7K $1.74M
HL
Hecla Mining CO

Basic Materials
-17K
- 18.49%
$5.07 - $6.37 $86.2K - $108K
75K $417K
NNDM
Nano Dimension Ltd.

Technology
-894
- 2.32%
$1.59 - $2.66 $1.42K - $2.38K
37.6K $60K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
-416
- 14.97%
$96.06 - $104.96 $40K - $43.7K
2.36K $239K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-42
- 1.4%
$87.72 - $111.91 $3.68K - $4.7K
2.95K $267K
CWS
Advisorshares Tr Advisorshares

ETFs
-566
- 15.07%
$63.1 - $68.75 $35.7K - $38.9K
3.19K $209K
Alps ETF Tr
-1.65K
- 7.41%
N/A
20.7K $535K
CHTR
Charter Communications, Inc.

Communication Services
-512
- 8.57%
$334.89 - $384.77 $171K - $197K
5.46K $2.01M
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
-2.4K
- 18.57%
$12.48 - $13.53 $30K - $32.5K
10.5K $132K
ESG
Flexshares Stoxx Us Esg Select
-82
- 1.24%
N/A
6.55K $880K
GOOD
Gladstone Commercial Corp

Real Estate
-363
- 1.65%
$14.73 - $16.42 $5.35K - $5.96K
21.6K $323K
BTO
John Hancock Financial Opportunities Fund

Financial Services
-136
- 0.74%
$32.12 - $38.37 $4.37K - $5.22K
18.4K $626K
SVAL
Ishares Tr Us Small Cap Value

ETFs
-74
- 0.58%
$29.28 - $33.43 $2.17K - $2.47K
12.7K $382K
Aeye Inc
-17K
- 49.75%
N/A
17.2K $10K
America Movil Sab De Cv
-1.57K
- 1.32%
N/A
117K $1.66M
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
-746
- 10.07%
$36.16 - $38.77 $27K - $28.9K
6.66K $243K
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
-10.3K
- 10.17%
$0.29 - $0.96 $2.98K - $9.87K
90.9K $42K
SWX
Southwest Gas Holdings, Inc.

Utilities
-557
- 9.5%
$68.42 - $78.18 $38.1K - $43.5K
5.3K $381K
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.

Financial Services
-3.1K
- 4.3%
$4.96 - $5.64 $15.4K - $17.5K
68.9K $342K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
-1.93K
- 2.79%
$10.11 - $10.58 $19.5K - $20.4K
67.2K $683K
EXPO
Exponent Inc

Industrials
-69
- 2.13%
$78.9 - $93.95 $5.44K - $6.48K
3.17K $257K
GTEK
Goldman Sachs ETF Tr Future Te

ETFs
-75
- 0.66%
$29.59 - $35.55 $2.22K - $2.67K
11.4K $338K
Innovator Etfs Trust
-407
- 1.69%
N/A
23.6K $587K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-2.49K
- 5.02%
$20.2 - $22.24 $50.3K - $55.4K
47.2K $1.01M
TUA
Simpl Exch Traded Fds Sht Term
-3.02K
- 6.66%
N/A
42.3K $929K
BRCC
Brc Inc.

Consumer Defensive
-245
- 0.87%
$1.94 - $3.19 $475 - $782
27.9K $58K
DSL
Double Line Income Solutions Fund

Financial Services
-2.64K
- 4.76%
$12.53 - $12.88 $33.1K - $34K
52.8K $666K
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
-904
- 9.28%
$27.88 - $30.57 $25.2K - $27.6K
8.84K $252K
AGM
Federal Agricultural Mortgage Corp

Financial Services
-52
- 2.31%
$182.78 - $209.07 $9.5K - $10.9K
2.2K $413K
EWA
Ishares Msci Australia ETF

ETFs
-1.13K
- 11.7%
$23.02 - $25.66 $26.1K - $29K
8.55K $200K
PMF
Pimco Municipal Income Fund

Financial Services
-2.74K
- 5.2%
$8.64 - $9.36 $23.7K - $25.7K
50K $442K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-2.82K
- 3.23%
$10.53 - $11.08 $29.7K - $31.2K
84.5K $906K
CTSH
Cognizant Technology Solutions Corp

Technology
-170
- 0.39%
$75.32 - $90.7 $12.8K - $15.4K
43K $3.29M
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
-834
- 13.04%
$48.95 - $52.36 $40.8K - $43.7K
5.56K $286K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
-616
- 2.69%
$10.54 - $12.29 $6.49K - $7.57K
22.3K $235K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
-11.4K
- 10.27%
$2.52 - $2.63 $28.8K - $30.1K
100K $255K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-1.54K
- 0.69%
$20.07 - $20.16 $30.8K - $31K
221K $4.44M
HLI
Houlihan Lokey, Inc.

Financial Services
-46
- 2.61%
$154.43 - $187.4 $7.1K - $8.62K
1.72K $277K
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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