Commonwealth Equity Services, LLC Reduced Holdings in Q2 2025

Commonwealth Equity Services, LLC

  • $75.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
-2.8K
- 3.55%
$8.85 - $9.6 $24.8K - $26.9K
76K $706K
SPYI
Shp ETF Tr Neos S&P 500 High I
-5.15K
- 5.74%
N/A
84.6K $4.26M
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
-2.64K
- 9.26%
$11.45 - $12.35 $30.3K - $32.6K
25.9K $303K
RWO
Spdr Dow Jones Global Real Est

ETFs
-1.03K
- 10.94%
$38.85 - $45.0 $39.8K - $46.1K
8.35K $368K
TSEM
Tower Semiconductor LTD

Technology
-3.25K
- 25.19%
$29.65 - $43.8 $96.2K - $142K
9.64K $418K
TRN
Trinity Industries Inc

Industrials
-515
- 2.0%
$24.11 - $28.86 $12.4K - $14.9K
25.3K $683K
BFK
Blackrock Municipal Income Trust

Financial Services
-3.47K
- 14.47%
$9.2 - $9.99 $31.9K - $34.6K
20.5K $197K
DMLP
Dorchester Minerals, L.P.

Energy
-317
- 2.26%
$26.77 - $30.37 $8.49K - $9.63K
13.7K $381K
IRDM
Iridium Communications Inc.

Communication Services
-3.18K
- 16.31%
$21.57 - $30.17 $68.6K - $95.9K
16.3K $492K
JHPI
John Hancock ETF Preferred Inc

ETFs
-3.09K
- 1.41%
$21.76 - $22.63 $67.2K - $69.8K
216K $4.88M
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
-1.28K
- 7.46%
$32.97 - $35.53 $42.3K - $45.6K
15.9K $566K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-1.26K
- 3.78%
$25.69 - $26.9 $32.4K - $33.9K
32.1K $852K
IBHE
Ishares Ibonds 2025 Term High

ETFs
-1.77K
- 1.22%
$22.98 - $23.27 $40.7K - $41.2K
144K $3.34M
STBA
S&T Bancorp Inc

Financial Services
-1.37K
- 7.83%
$32.89 - $38.76 $45K - $53K
16.1K $609K
SWBI
Smith & Wesson Brands, Inc.

Industrials
-2.1K
- 6.52%
$8.48 - $10.88 $17.8K - $22.8K
30.1K $261K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-2.94K
- 3.97%
$10.51 - $11.34 $30.8K - $33.3K
71K $793K
CVE
Cenovus Energy Inc.

Energy
-2.42K
- 16.47%
$10.58 - $14.83 $25.6K - $35.8K
12.2K $167K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
-3.59K
- 6.62%
$10.28 - $11.04 $36.9K - $39.6K
50.6K $558K
FLMI
Franklin Dynamic Municipal Bon

ETFs
-304
- 0.19%
$23.57 - $24.6 $7.17K - $7.48K
162K $3.93M
MOGA
Moog Inc Cla
-332
- 11.08%
N/A
2.66K $482K
IGHG
Proshares Investment Grade Int

ETFs
-664
- 6.82%
$74.89 - $78.35 $49.7K - $52K
9.07K $711K
BFZ
Blackrock California Municipal Income Trust

Financial Services
-2.97K
- 12.95%
$10.2 - $11.19 $30.3K - $33.2K
20K $216K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
-1.35K
- 2.18%
$10.09 - $10.88 $13.6K - $14.7K
60.5K $626K
FPFD
Fidelity Covington Tr Preferre
-1.91K
- 1.79%
$20.78 - $21.57 $39.6K - $41.1K
105K $2.25M
RIOT
Riot Blockchain, Inc.

Technology
-75.4K
- 38.63%
$6.29 - $11.3 $474K - $852K
120K $1.35M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
-4.17K
- 5.96%
$9.13 - $10.58 $38K - $44.1K
65.8K $695K
ETSY
Etsy Inc

Consumer Cyclical
-1.51K
- 10.91%
$40.8 - $63.88 $61.7K - $96.7K
12.4K $620K
MXI
Ishares Global Materials ETF

ETFs
-574
- 15.94%
$71.63 - $86.87 $41.1K - $49.9K
3.03K $259K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-21.7K
- 6.2%
$11.71 - $13.88 $254K - $301K
328K $4.55M
SAIC
Science Applications International Corp

Technology
-319
- 7.04%
$100.22 - $123.41 $32K - $39.4K
4.21K $474K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-2K
- 14.7%
$12.23 - $15.46 $24.5K - $31K
11.6K $176K
WAL
Western Alliance Bancorporation

Financial Services
-615
- 5.21%
$61.0 - $79.94 $37.5K - $49.2K
11.2K $872K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
-3.93K
- 7.85%
$5.25 - $5.92 $20.6K - $23.3K
46.1K $261K
BRCC
Brc Inc.

Consumer Defensive
-9.91K
- 35.57%
$1.24 - $2.37 $12.3K - $23.5K
17.9K $24K
IYJ
Ishares Tr

ETFs
-3.91K
- 9.07%
$115.07 - $142.31 $450K - $556K
39.2K $5.58M
SWIM
Latham Group, Inc.

Industrials
-4.2K
- 2.94%
$4.72 - $6.76 $19.8K - $28.4K
139K $884K
Lithium Argentina Ag
-15K
- 42.95%
N/A
19.9K $41K
HEQT
Simplify Exchange Traded Fds H
-2.93K
- 7.92%
$27.22 - $30.05 $79.8K - $88K
34.1K $1.02M
Vanguard Wellington Fd
-484
- 1.37%
N/A
35K $3.53M
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
-1.59K
- 2.8%
$13.19 - $15.44 $21K - $24.5K
55.3K $839K
DRIV
Global X Fds Global X Autonomo

ETFs
-5.66K
- 12.35%
$17.75 - $23.51 $101K - $133K
40.2K $937K
SVAL
Ishares Tr Us Small Cap Value

ETFs
-1.52K
- 11.95%
$26.29 - $31.11 $40K - $47.4K
11.2K $349K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
-495
- 8.84%
$47.13 - $52.52 $23.3K - $26K
5.11K $258K
TKR
Timken CO

Industrials
-513
- 7.43%
$57.34 - $74.03 $29.4K - $38K
6.39K $463K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
-1.95K
- 10.0%
$17.61 - $19.8 $34.3K - $38.6K
17.5K $347K
PWOD
Penns Woods Bancorp Inc

Financial Services
-2.43K
- 14.29%
$25.36 - $30.55 $61.6K - $74.2K
14.6K $442K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-3.28K
- 3.53%
N/A
89.6K $653K
PSL
Invesco Dwa Consumer Staples M
-705
- 3.49%
N/A
19.5K $2.16M
SNAP
Snap Inc

Communication Services
-3.3K
- 3.13%
$7.23 - $9.21 $23.9K - $30.4K
102K $889K
Activity Summary
Buys All Purchases 2241 New Holdings 234 Increased Positions 2007 Sells All Sells 1926 Reductions 1926 Sold out 0 Options Calls 0 Puts 0
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