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
SYBT
Stock Yards Bancorp, Inc.

Financial Services
-1.91K
- 15.8%
$63.06 - $78.98 $120K - $151K
10.2K $803K
DYLD
Two Rds Shared Tr Leadershares

ETFs
-1.49K
- 6.9%
$22.25 - $22.63 $33.2K - $33.7K
20.1K $455K
USLM
United States Lime & Minerals Inc

Basic Materials
-1.17K
- 15.62%
$85.25 - $107.02 $100K - $126K
6.34K $633K
MAPS
Wm Technology, Inc.

Technology
-8.48K
- 8.65%
$0.88 - $1.29 $7.46K - $10.9K
89.6K $80K
BSY
Bentley Systems Inc

Technology
-6.35K
- 29.74%
$38.62 - $53.97 $245K - $343K
15K $810K
Calamos ETF Tr
-5.21K
- 4.46%
N/A
111K $3.11M
IAG
Iamgold Corp

Basic Materials
-11.5K
- 23.05%
$5.63 - $8.09 $64.6K - $92.8K
38.3K $281K
THD
Ishares Inc Msci Thailand ETF

ETFs
-431
- 8.03%
$45.37 - $57.05 $19.6K - $24.6K
4.94K $249K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-11.2K
- 1.58%
$20.23 - $21.04 $226K - $235K
695K $14.6M
JLL
Jones Lang Lasalle Inc

Real Estate
-154
- 12.24%
$204.57 - $256.96 $31.5K - $39.6K
1.1K $282K
QRVO
Qorvo, Inc.

Technology
-1.66K
- 18.82%
$50.81 - $84.91 $84.4K - $141K
7.17K $609K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-2.02K
- 17.12%
$28.33 - $36.72 $57.2K - $74.1K
9.77K $353K
BHF
Brighthouse Financial, Inc.

Financial Services
-85
- 1.48%
$47.29 - $61.15 $4.02K - $5.2K
5.64K $303K
Cibus Inc
-12.5K
- 54.51%
N/A
10.4K $14K
CDXS
Codexis, Inc.

Healthcare
-6.7K
- 13.53%
$1.97 - $2.64 $13.2K - $17.7K
42.8K $104K
IBHG
Ishares Tr Ibonds 2027 Term Hi
-5.01K
- 1.29%
$21.56 - $22.54 $108K - $113K
384K $8.66M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-5.27K
- 1.5%
$24.31 - $25.29 $128K - $133K
346K $8.75M
Ishares Tr
-2.21K
- 3.93%
N/A
54K $1.44M
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
-3.19K
- 7.14%
$8.06 - $8.67 $25.7K - $27.7K
41.5K $355K
UWMC
Uwm Holdings Corp

Financial Services
-13
- 0.06%
$3.94 - $5.79 $51.2 - $75.3
21.5K $89K
IDE
Voya Infrastructure, Industrials & Materials Fund

Financial Services
-4.49K
- 20.99%
$9.1 - $11.73 $40.9K - $52.7K
16.9K $198K
Blackrock Income Tr Inc
-2.14K
- 10.48%
N/A
18.3K $215K
PTH
Invesco Exchange Traded Fd Tr

ETFs
-400
- 2.09%
$34.88 - $40.29 $14K - $16.1K
18.7K $727K
AIZ
Assurant, Inc.

Financial Services
-60
- 5.01%
$179.73 - $211.56 $10.8K - $12.7K
1.14K $225K
Innovator Etfs Trust
-1.2K
- 7.9%
N/A
14K $336K
WOOD
Ishares Global Timber & Forest
-237
- 5.76%
N/A
3.88K $284K
MFM
Mfs Municipal Income Trust

Financial Services
-4.4K
- 18.63%
$4.98 - $5.37 $21.9K - $23.6K
19.2K $99K
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
-20.9K
- 39.81%
$2.29 - $10.9 $47.8K - $228K
31.6K $303K
PTLO
Portillo'S Inc.

Consumer Cyclical
-1.96K
- 14.98%
$10.34 - $13.35 $20.3K - $26.2K
11.1K $130K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-8.32K
- 5.85%
$22.63 - $26.95 $188K - $224K
134K $3.61M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-929
- 16.92%
$44.64 - $55.3 $41.5K - $51.4K
4.56K $252K
TR
Tootsie Roll Industries Inc

Consumer Defensive
-1.24K
- 14.37%
$29.7 - $36.03 $36.9K - $44.7K
7.4K $247K
WRAP
Wrap Technologies, Inc.

Technology
-12.9K
- 47.2%
$1.37 - $1.81 $17.6K - $23.3K
14.4K $22K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-753
- 12.71%
$66.94 - $88.47 $50.4K - $66.6K
5.17K $429K
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-473
- 9.05%
N/A
4.76K $239K
IBN
Icici Bank LTD

Financial Services
-1.67K
- 10.72%
$30.16 - $34.39 $50.2K - $57.3K
13.9K $466K
IPAR
Inter Parfums Inc

Consumer Defensive
-519
- 20.13%
$99.7 - $141.48 $51.7K - $73.4K
2.06K $270K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
-3.57K
- 16.72%
$43.2 - $57.36 $154K - $205K
17.8K $1.02M
UNIT
Uniti Group Inc.

Real Estate
-2.86K
- 18.1%
$4.06 - $5.24 $11.6K - $15K
12.9K $56K
FNK
First Trust Mid Cap Value Alph

ETFs
-1.46K
- 3.62%
$43.24 - $51.76 $63.3K - $75.7K
38.9K $2.01M
GOOD
Gladstone Commercial Corp

Real Estate
-655
- 3.03%
$13.16 - $15.07 $8.62K - $9.87K
20.9K $300K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
-2.57K
- 11.52%
$24.53 - $29.78 $63K - $76.5K
19.7K $587K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-275
- 1.46%
$88.49 - $92.4 $24.3K - $25.4K
18.5K $1.71M
NTCT
Netscout Systems Inc

Technology
-3.04K
- 21.86%
$19.23 - $25.14 $58.4K - $76.4K
10.9K $269K
WEA
Western Asset Premier Bond Fund

Financial Services
-1.11K
- 3.63%
$10.28 - $11.05 $11.4K - $12.3K
29.5K $320K
RIET
ETF Ser Solutions Hoya Capital

ETFs
-842
- 3.15%
$8.8 - $10.01 $7.41K - $8.43K
25.9K $246K
EVRG
Evergy, Inc.

Utilities
-305
- 0.37%
$64.06 - $69.64 $19.5K - $21.2K
82.8K $5.71M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
-1.23K
- 8.52%
$22.87 - $24.35 $28.1K - $29.9K
13.2K $321K
GNMA
Ishares Gnma Bond ETF

ETFs
-507
- 8.48%
$42.91 - $44.21 $21.8K - $22.4K
5.47K $240K
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
Track This Portfolio

Track Commonwealth Equity Services, LLC Portfolio

Follow Commonwealth Equity Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Commonwealth Equity Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Equity Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email