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
HPF
John Hancock Preferred Income Fund Ii

Financial Services
-309
- 0.52%
$16.06 - $17.52 $4.96K - $5.41K
59K $981K
SPVM
Invesco S&P 500 Value With Mom

ETFs
-5
- 0.12%
$55.27 - $60.16 $276 - $301
4K $229K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-100
- 1.0%
$38.0 - $38.88 $3.8K - $3.89K
9.94K $380K
ADT
Adt Inc.

Industrials
-2.97K
- 15.74%
$6.87 - $8.23 $20.4K - $24.5K
15.9K $130K
LXP
Lxp Industrial Trust

Real Estate
-651
- 5.92%
$7.72 - $9.22 $5.03K - $6K
10.3K $89K
MNDY
Monday.Com Ltd.

Technology
-135
- 3.23%
$213.0 - $327.92 $28.8K - $44.3K
4.04K $983K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
-281
- 2.1%
$36.86 - $39.26 $10.4K - $11K
13.1K $494K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-1.57K
- 4.97%
$64.47 - $70.13 $101K - $110K
30K $2.04M
WSBF
Waterstone Financial, Inc.

Financial Services
-69
- 0.28%
$12.11 - $14.75 $836 - $1.02K
24.1K $325K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-2.66K
- 1.46%
$22.42 - $23.22 $59.5K - $61.6K
180K $4.14M
Nuveen Global High Income Fd
-162
- 1.05%
N/A
15.3K $201K
SDH
Global Internet Of People, Inc.
-112
- 0.8%
N/A
13.9K $14K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-64
- 1.29%
$47.59 - $50.79 $3.05K - $3.25K
4.9K $245K
IBTM
Ishares Tr Ibonds Dec 2032 Ter
-955
- 2.72%
$21.92 - $22.89 $20.9K - $21.9K
34.1K $781K
BYLD
Ishares Tr Yield Optimized Bd
-334
- 0.84%
N/A
39.5K $885K
New York Mtg Tr Inc
-1.78K
- 5.36%
N/A
31.4K $204K
BCPC
Balchem Corp

Basic Materials
-196
- 1.63%
$154.22 - $176.16 $30.2K - $34.5K
11.8K $1.96M
AG
First Majestic Silver Corp

Basic Materials
-9.41K
- 16.69%
$5.28 - $7.25 $49.7K - $68.2K
47K $314K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
-167
- 0.39%
$19.66 - $20.09 $3.28K - $3.36K
43.1K $855K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-623
- 3.82%
$20.83 - $23.69 $13K - $14.8K
15.7K $352K
FAS
Direxion Daily Financial Bull

ETFs
-150
- 3.72%
$136.91 - $185.61 $20.5K - $27.8K
3.88K $614K
JHEM
John Hancock Exchange Traded

ETFs
-1.04K
- 2.64%
$25.12 - $27.4 $26.2K - $28.6K
38.5K $1.03M
BWX
Spdr Bloomberg International T

ETFs
-169
- 0.85%
$20.94 - $22.04 $3.54K - $3.72K
19.7K $431K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-625
- 1.28%
$74.87 - $79.99 $46.8K - $50K
48.1K $3.7M
IGR
Cbre Global Real Estate Income Fund

Financial Services
-8.38K
- 5.94%
$4.79 - $5.34 $40.1K - $44.7K
133K $685K
EXK
Endeavour Silver Corp

Basic Materials
-4.29K
- 10.5%
$3.37 - $4.92 $14.5K - $21.1K
36.6K $156K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
-1.49K
- 3.71%
$21.84 - $23.31 $32.6K - $34.8K
38.7K $882K
LND
Brasil Agro Brazilian Agricultural Real Estate CO

Consumer Defensive
-1.27K
- 3.74%
$3.5 - $3.98 $4.44K - $5.05K
32.7K $130K
FBCV
Fidelity Covington Tr Blue Chi

ETFs
-4.84K
- 1.12%
$31.01 - $32.71 $150K - $158K
426K $13.6M
LECO
Lincoln Electric Holdings Inc

Industrials
-98
- 0.65%
$180.51 - $216.81 $17.7K - $21.2K
15K $2.83M
PFN
Pimco Income Strategy Fund Ii

Financial Services
-2.35K
- 0.85%
$7.41 - $7.64 $17.4K - $18K
273K $2.06M
POWW
Ammo, Inc.

Industrials
-12.1K
- 13.85%
$1.17 - $1.88 $14.1K - $22.7K
75.2K $104K
Corpay Inc
-8
- 0.8%
N/A
997 $348K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
-953
- 5.27%
$5.37 - $6.09 $5.12K - $5.8K
17.1K $104K
KT
Kt Corp

Communication Services
-1.03K
- 8.57%
$15.57 - $18.63 $16.1K - $19.2K
11K $195K
Calamos ETF Tr
-434
- 0.37%
N/A
117K $3.14M
GMRE
Global Medical Reit Inc.

Real Estate
-463
- 3.66%
$7.52 - $9.08 $3.48K - $4.2K
12.2K $107K
CVY
Invesco Exchange Traded Fd Tr

ETFs
-439
- 0.48%
$24.8 - $26.45 $10.9K - $11.6K
90.2K $2.29M
KXI
Ishares Tr Global Consumer Sta

ETFs
-1.91K
- 5.47%
$58.57 - $64.8 $112K - $124K
33.1K $2.12M
EXI
Ishares Global Industrials ETF

ETFs
-21
- 0.75%
$140.1 - $150.86 $2.94K - $3.17K
2.79K $406K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
-27
- 0.22%
N/A
12K $155K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-3.22K
- 3.2%
$23.18 - $24.68 $74.5K - $79.4K
97.1K $2.36M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
-295
- 5.0%
$47.45 - $51.96 $14K - $15.3K
5.6K $291K
Sitio Royalties Corp
-6
- 0.04%
N/A
14.3K $285K
CNP
Centerpoint Energy Inc

Utilities
-16.5K
- 12.2%
$30.87 - $36.25 $509K - $598K
119K $4.3M
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
-764
- 2.61%
$11.43 - $13.44 $8.73K - $10.3K
28.5K $344K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
-316
- 0.2%
$22.31 - $22.79 $7.05K - $7.2K
157K $3.54M
HDSN
Hudson Technologies Inc

Basic Materials
-1.93K
- 4.75%
$5.47 - $6.34 $10.5K - $12.2K
38.6K $238K
TS
Tenaris Sa

Energy
-31
- 0.32%
$35.73 - $40.28 $1.11K - $1.25K
9.66K $378K
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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