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
YOU
Clear Secure, Inc.

Technology
-1.7K
- 8.44%
$23.96 - $27.76 $40.7K - $47.2K
18.5K $512K
LTC
Ltc Properties Inc

Real Estate
-15
- 0.12%
$32.83 - $36.24 $492 - $544
12K $416K
SWX
Southwest Gas Holdings, Inc.

Utilities
-317
- 5.98%
$66.91 - $76.44 $21.2K - $24.2K
4.99K $371K
CHCO
City Holding CO

Financial Services
-158
- 7.6%
$108.93 - $123.42 $17.2K - $19.5K
1.92K $235K
CGNX
Cognex Corp

Technology
-778
- 9.59%
$23.27 - $32.07 $18.1K - $25K
7.34K $233K
BMBL
Bumble Inc.

Technology
-7.6K
- 39.88%
$3.65 - $6.59 $27.7K - $50.1K
11.5K $75K
Calamos ETF Tr
-1.02K
- 4.95%
N/A
19.5K $510K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
-1.14K
- 6.82%
$14.62 - $16.23 $16.6K - $18.5K
15.5K $252K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-2.25K
- 0.37%
$22.3 - $22.57 $50.1K - $50.7K
604K $13.6M
NNDM
Nano Dimension Ltd.

Technology
-5.18K
- 13.78%
$1.38 - $1.65 $7.14K - $8.54K
32.4K $52K
Sndl Inc
-78
- 0.18%
N/A
42.7K $52K
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
-990
- 5.62%
$10.5 - $11.8 $10.4K - $11.7K
16.6K $196K
HLN
Haleon PLC

Healthcare
-2.35K
- 1.08%
$9.27 - $11.41 $21.8K - $26.8K
215K $2.23M
PKB
Invesco Exchange Traded Fd Tr

ETFs
-1.79K
- 17.0%
$62.05 - $80.65 $111K - $144K
8.73K $701K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
-100
- 0.24%
$12.76 - $14.51 $1.28K - $1.45K
41.7K $598K
ROST
Ross Stores, Inc.

Consumer Cyclical
-17
- 0.08%
$126.62 - $154.26 $2.15K - $2.62K
20.4K $2.6M
LAD
Lithia Motors Inc

Consumer Cyclical
-145
- 15.12%
$271.94 - $339.35 $39.4K - $49.2K
814 $275K
CRUS
Cirrus Logic, Inc.

Technology
-180
- 6.5%
$77.43 - $107.58 $13.9K - $19.4K
2.59K $270K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-4.31K
- 7.52%
$7.81 - $9.04 $33.6K - $38.9K
53K $479K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-1.38K
- 3.0%
$16.43 - $18.82 $22.6K - $25.9K
44.5K $838K
RAVI
Flexshares Tr Ready Access Var

ETFs
-76
- 2.12%
$75.04 - $75.51 $5.7K - $5.74K
3.5K $264K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
-400
- 1.94%
N/A
20.2K $57K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-281
- 2.54%
$18.83 - $19.22 $5.29K - $5.4K
10.8K $207K
Aurora Cannabis Inc
-135
- 0.48%
N/A
28K $119K
CXDO
Crexendo, Inc.

Communication Services
-5K
- 23.42%
$4.12 - $6.07 $20.6K - $30.4K
16.4K $99K
GP
Greenpower Motor CO Inc.

Consumer Cyclical
-1.3K
- 2.45%
$0.38 - $0.51 $494 - $663
51.7K $21K
Innovator Etfs Trust
-2.5K
- 5.11%
N/A
46.3K $1.11M
Nauticus Robotics Inc
-5K
- 10.03%
N/A
44.9K $41K
NTNX
Nutanix, Inc.

Technology
-1.92K
- 8.97%
$58.17 - $83.07 $112K - $160K
19.5K $1.49M
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
-5.2K
- 22.3%
$0.87 - $1.19 $4.52K - $6.19K
18.1K $19K
SNV
Synovus Financial Corp

Financial Services
-1.25K
- 10.42%
$38.27 - $51.75 $47.8K - $64.6K
10.7K $555K
SQEW
Two Rds Shared Tr Leadershares

ETFs
-938
- 5.72%
$27.51 - $32.95 $25.8K - $30.9K
15.5K $508K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
-2.58K
- 8.04%
$19.51 - $23.9 $50.4K - $61.7K
29.5K $706K
Tidal Trust I
-4.14K
- 14.44%
N/A
24.5K $1.03M
CGEM
Cullinan Oncology, Inc.

Healthcare
-461
- 3.04%
$7.13 - $9.08 $3.29K - $4.19K
14.7K $111K
EWL
Ishares Inc Msci Switzerlnd

ETFs
-828
- 6.05%
$47.04 - $56.27 $38.9K - $46.6K
12.9K $705K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
-1.52K
- 5.28%
$7.0 - $8.06 $10.6K - $12.2K
27.2K $219K
STAG
Stag Industrial, Inc.

Real Estate
-511
- 0.56%
$30.08 - $37.02 $15.4K - $18.9K
91.2K $3.31M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-241
- 6.59%
$89.4 - $99.04 $21.5K - $23.9K
3.42K $331K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
-848
- 12.34%
$45.13 - $56.88 $38.3K - $48.2K
6.02K $343K
EVN
Eaton Vance Municipal Income Trust

Financial Services
-67
- 0.09%
$9.82 - $10.45 $658 - $700
74K $757K
Fidelity Covington Trust
-1.6K
- 12.96%
N/A
10.8K $363K
GOSS
Gossamer Bio, Inc.

Healthcare
-6.85K
- 16.25%
$0.78 - $1.44 $5.34K - $9.86K
35.3K $43K
MVIS
Microvision, Inc.

Technology
-1.23K
- 7.89%
N/A
14.3K $16K
Monogram Technologies Inc
-358
- 0.87%
N/A
40.9K $118K
NANR
Spdr Index Shs Fds S&P North A

ETFs
-202
- 2.89%
$46.99 - $57.94 $9.49K - $11.7K
6.79K $385K
CXM
Sprinklr, Inc.

Technology
-649
- 3.19%
$6.88 - $9.06 $4.47K - $5.88K
19.7K $167K
HNDL
Strategy Shs

ETFs
-1.82K
- 2.86%
$19.2 - $21.66 $34.8K - $39.3K
61.6K $1.34M
TU
Telus Corp

Communication Services
-1.67K
- 11.78%
$13.82 - $16.49 $23K - $27.5K
12.5K $200K
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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