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
Calamos ETF Tr
-1.28K
- 2.85%
N/A
43.7K $1.15M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
-879
- 0.51%
$45.68 - $47.4 $40.2K - $41.7K
170K $8.05M
FJP
First Trust Japan Alphadex Fun

ETFs
-109
- 2.11%
$47.79 - $60.17 $5.21K - $6.56K
5.06K $302K
VEGI
Ishares Inc Msci Global Agricu

ETFs
-146
- 1.88%
$33.43 - $41.08 $4.88K - $6K
7.63K $307K
TPG
Tpg Inc.

Financial Services
-543
- 5.65%
$39.68 - $53.09 $21.5K - $28.8K
9.06K $475K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
-364
- 7.09%
$60.05 - $75.31 $21.9K - $27.4K
4.77K $359K
CRBU
Caribou Biosciences, Inc.

Healthcare
-1.34K
- 2.19%
$0.73 - $1.42 $978 - $1.9K
60K $76K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-5.79K
- 2.33%
$0.54 - $0.87 $3.13K - $5.04K
243K $171K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
-16.6K
- 2.49%
$13.21 - $14.85 $220K - $247K
651K $9.67M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-997
- 7.46%
$22.56 - $29.85 $22.5K - $29.8K
12.4K $353K
LNKB
Linkbancorp, Inc.

Financial Services
-500
- 1.15%
$6.33 - $7.42 $3.17K - $3.71K
43K $315K
NVTS
Navitas Semiconductor Corp

Technology
-147K
- 67.34%
$1.61 - $8.09 $237K - $1.19M
71.3K $467K
DBLV
Advisorshares Doubleline Value

ETFs
-17
- 0.45%
N/A
3.76K $442K
FAN
First Tr Exchange Traded Fd Ii
-8.61K
- 15.24%
N/A
47.9K $868K
RCAT
Red Cat Holdings, Inc.

Technology
-4.37K
- 11.67%
$4.66 - $9.19 $20.4K - $40.2K
33.1K $241K
Bny Mellon ETF Trust Ii
-3.89K
- 9.26%
N/A
38.1K $1.32M
NFRA
Flexshares Stoxx Global Broad

ETFs
-413
- 3.7%
$53.49 - $61.88 $22.1K - $25.6K
10.7K $665K
GGB
Gerdau S.A.

Basic Materials
-304
- 0.1%
$2.3 - $3.19 $699 - $970
290K $847K
Invesco Exchange Traded Fd T
-185
- 4.33%
N/A
4.09K $343K
TMST
Timken Steel Corp

Basic Materials
-45
- 0.41%
N/A
11K $169K
SKYW
Skywest Inc

Industrials
-1.11K
- 12.71%
$79.41 - $103.84 $87.9K - $115K
7.6K $783K
GME
Game Stop Corp.

Consumer Cyclical
-925
- 4.16%
$21.1 - $35.01 $19.5K - $32.4K
21.3K $520K
VUZI
Vuzix Corp

Technology
-2.43K
- 7.15%
$1.59 - $3.36 $3.86K - $8.16K
31.6K $92K
FTSL
First Trust Senior Ln Fund

ETFs
-383
- 0.22%
$44.58 - $46.07 $17.1K - $17.6K
171K $7.85M
PIN
Invesco India ETF Trust India
-1.02K
- 3.87%
N/A
25.4K $685K
KRT
Karat Packaging Inc.

Consumer Cyclical
-54
- 0.33%
$23.78 - $31.98 $1.28K - $1.73K
16.1K $453K
LITE
Lumentum Holdings Inc.

Technology
-904
- 26.67%
$49.56 - $95.06 $44.8K - $85.9K
2.49K $236K
ROIV
Roivant Sciences Ltd.

Healthcare
-1.49K
- 4.24%
$9.08 - $11.62 $13.5K - $17.3K
33.7K $380K
CLNE
Clean Energy Fuels Corp.

Energy
-410
- 0.6%
$1.32 - $2.08 $541 - $853
68.3K $133K
SLM
Slm Corp

Financial Services
-116
- 1.33%
$24.84 - $34.36 $2.88K - $3.99K
8.61K $282K
TDOC
Teladoc Health, Inc.

Healthcare
-7.16K
- 6.11%
$6.51 - $8.71 $46.6K - $62.3K
110K $958K
TLTE
Flexshares Tr Morningstar Emer

ETFs
-1.54K
- 8.12%
$46.89 - $58.63 $72.1K - $90.2K
17.4K $1.02M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-425
- 11.87%
$140.37 - $177.56 $59.7K - $75.5K
3.16K $542K
PBI
Pitney Bowes Inc

Industrials
-1.6K
- 6.73%
$7.81 - $10.94 $12.5K - $17.4K
22.1K $241K
PLUG
Plug Power Inc

Industrials
-8.92K
- 3.08%
$0.7 - $1.49 $6.25K - $13.3K
281K $418K
FNDB
Schwab Fundamental U S Broad M

ETFs
-2.34K
- 2.73%
$20.36 - $23.98 $47.7K - $56.1K
83.4K $2M
BLDP
Ballard Power Systems Inc.

Industrials
-1.09K
- 1.75%
$1.02 - $1.79 $1.11K - $1.95K
61.3K $97K
Innovator Etfs Trust
-1.33K
- 3.35%
N/A
38.4K $1.23M
QTOC
Innovator Etfs Tr Growth Accel
-1.34K
- 8.12%
N/A
15.1K $482K
KBE
Spdr S&P Bank ETF

ETFs
-1.11K
- 3.43%
$45.85 - $55.78 $50.8K - $61.8K
31.2K $1.74M
BFC
Bank First Corp

Financial Services
-362
- 8.53%
$96.02 - $118.47 $34.8K - $42.9K
3.88K $457K
PSET
Principal Exchange Traded Fund

ETFs
-110
- 2.25%
$58.64 - $73.6 $6.45K - $8.1K
4.79K $352K
SVOL
Simplify ETF Simplify Volatili

ETFs
-2.19K
- 0.67%
$13.97 - $19.98 $30.5K - $43.7K
325K $5.98M
Tidal Tr Ii
-31.7K
- 28.04%
N/A
81.3K $3.97M
AVK
Advent Convertible & Income Fund

Financial Services
-6.34K
- 3.44%
$10.01 - $12.11 $63.5K - $76.8K
178K $2.16M
CHW
Calamos Global Dynamic Income Fund

Financial Services
-10.1K
- 7.33%
$5.59 - $7.13 $56.3K - $71.8K
127K $909K
Innovator Etfs Trust
-378
- 1.95%
N/A
19K $588K
XSW
Spdr S&P Software & Services E

ETFs
-40
- 3.18%
$141.65 - $189.82 $5.67K - $7.59K
1.22K $231K
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
-265
- 2.17%
$26.33 - $33.39 $6.98K - $8.85K
11.9K $396K
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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