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
EEMV
Ishares Msci Emerging Markets

ETFs
-12.3K
- 4.41%
$54.12 - $62.8 $667K - $774K
267K $16.8M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-248
- 0.42%
$90.5 - $114.3 $22.4K - $28.3K
58.5K $6.68M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-545
- 1.19%
$48.48 - $67.3 $26.4K - $36.7K
45.1K $3.03M
SPYC
Simplify Exchange Traded Fds U
-2.88K
- 3.23%
N/A
86.3K $3.57M
CRSP
Crispr Therapeutics Ag

Healthcare
-12.3K
- 16.44%
$31.27 - $48.64 $385K - $599K
62.6K $3.04M
ONON
On Holding Ag

Consumer Cyclical
-418
- 0.65%
$37.65 - $60.68 $15.7K - $25.4K
63.6K $3.31M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-15.5K
- 1.92%
$36.02 - $41.92 $560K - $651K
793K $33.2M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-679
- 0.56%
$49.55 - $60.46 $33.6K - $41.1K
121K $7.22M
GAB
Gabelli Equity Trust Inc

Financial Services
-13.6K
- 0.72%
$4.97 - $5.87 $67.7K - $80K
1.88M $10.9M
IWN
Ishares Russell2000 Val ETF

ETFs
-37.2K
- 3.94%
$131.84 - $157.76 $4.9M - $5.87M
906K $143M
ROBO
Robo Global Robotics And Autom

ETFs
-5.66K
- 5.36%
$43.89 - $59.78 $248K - $338K
99.8K $5.97M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-5.28K
- 4.94%
$468.22 - $566.51 $2.47M - $2.99M
102K $57.5M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-2.89K
- 1.24%
$41.3 - $47.0 $119K - $136K
230K $10.8M
UAL
United Airlines Holdings, Inc.

Industrials
-1.08K
- 1.81%
$56.15 - $84.23 $60.4K - $90.5K
58.2K $4.63M
IREN
Iris Energy LTD

Financial Services
-39
- 0.06%
$5.3 - $14.57 $207 - $568
65.8K $959K
SPGI
S&P Global Inc.

Financial Services
-825
- 1.59%
$438.31 - $527.29 $362K - $435K
51K $26.9M
PODD
Insulet Corp

Healthcare
-1.21K
- 6.59%
$238.57 - $327.47 $289K - $397K
17.2K $5.39M
F
Ford Motor CO

Consumer Cyclical
-112K
- 5.14%
$8.69 - $10.85 $976K - $1.22M
2.07M $22.5M
IOO
Ishares Tr Global 100 ETF

ETFs
-15.6K
- 7.94%
$84.95 - $107.81 $1.32M - $1.68M
180K $19.4M
POWL
Powell Industries Inc

Industrials
-742
- 4.04%
$159.38 - $211.34 $118K - $157K
17.6K $3.71M
JETS
ETF Ser Solutions U S Global J

ETFs
-6.26K
- 1.87%
$17.37 - $23.44 $109K - $147K
328K $7.53M
Amplify ETF Tr
-46K
- 9.69%
N/A
429K $6.35M
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
-218
- 0.13%
N/A
172K $7.18M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-272
- 0.48%
$76.98 - $98.31 $20.9K - $26.7K
56.5K $5.55M
BAUG
Innovator U.S. Equity Buffer E
-5.89K
- 2.4%
N/A
240K $11M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-538
- 0.34%
$29.41 - $37.21 $15.8K - $20K
158K $5.88M
JXN
Jackson Financial Inc.

Financial Services
-1.13K
- 0.79%
$70.35 - $89.5 $79.6K - $101K
142K $12.6M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
-5.37K
- 4.32%
$66.99 - $83.47 $360K - $448K
119K $9.93M
DFIV
Dimensional ETF Tr

ETFs
-12.1K
- 3.67%
$34.67 - $43.21 $421K - $525K
319K $13.7M
First Tr Exchng Traded Fd Vi
-2.17K
- 0.43%
N/A
507K $12.7M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-757
- 0.68%
N/A
110K $9.42M
Everus Constr Group
-2.21K
- 7.42%
N/A
27.6K $1.75M
QCOM
Qualcomm Inc

Technology
-18K
- 2.89%
$124.66 - $159.48 $2.24M - $2.87M
604K $96.2M
VXF
Vanguard Extended Market ETF

ETFs
-25.2K
- 9.36%
$150.43 - $192.71 $3.79M - $4.86M
244K $47.1M
IYC
Ishares U.S. Consumer Discreti

ETFs
-1.51K
- 2.1%
$79.19 - $99.64 $119K - $150K
70.1K $6.99M
CRMD
Cor Medix Inc.

Healthcare
-1.12K
- 0.98%
$5.86 - $16.56 $6.53K - $18.5K
113K $1.39M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-1.03K
- 0.32%
$32.79 - $36.78 $33.8K - $37.9K
326K $12M
PSI
Invesco Exchange Traded Fd Tr

ETFs
-2.77K
- 4.04%
$39.29 - $60.31 $109K - $167K
65.8K $3.94M
XCEM
Columbia ETF Tr Ii

ETFs
-66.3K
- 10.39%
$26.68 - $34.18 $1.77M - $2.26M
571K $19.5M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-1.08K
- 0.4%
$39.59 - $44.69 $42.9K - $48.4K
268K $12M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-1.96K
- 0.17%
$7.19 - $8.75 $14.1K - $17.1K
1.18M $10.3M
UGI
Ugi Corp

Utilities
-5.31K
- 1.96%
$30.18 - $36.59 $160K - $194K
265K $9.66M
WMB
Williams Companies, Inc.

Energy
-2.02K
- 0.72%
$54.33 - $62.87 $110K - $127K
277K $17.4M
Grayscale Ethereum Trust ETF
-16.6K
- 8.69%
N/A
174K $3.63M
APLD
Applied Blockchain, Inc.

Financial Services
-2.62K
- 1.53%
$3.53 - $13.86 $9.23K - $36.2K
168K $1.69M
CRPT
First Tr ETF Fd Viii Skybridge
-15.5K
- 15.5%
$10.82 - $23.21 $167K - $359K
84.4K $1.96M
EPR
Epr Properties

Real Estate
-1.01K
- 0.69%
$43.53 - $59.11 $44K - $59.7K
145K $8.42M
RJF
Raymond James Financial Inc

Financial Services
-112
- 0.21%
$123.65 - $153.88 $13.8K - $17.2K
53.8K $8.26M
SYM
Symbotic Inc.

Financial Services
-4.47K
- 8.85%
$17.5 - $38.85 $78.2K - $174K
46K $1.79M
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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