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
PK
Park Hotels & Resorts Inc.

Real Estate
-136K
- 65.5%
$10.68 - $14.19 $1.45M - $1.93M
71.5K $763K
ONTO
Onto Innovation Inc.

Technology
-11.1K
- 69.0%
$121.34 - $224.5 $1.35M - $2.49M
4.99K $605K
FISI
Financial Institutions Inc

Financial Services
-39.6K
- 8.74%
$24.96 - $29.63 $988K - $1.17M
413K $10.3M
WHR
Whirlpool Corp

Consumer Cyclical
-3.61K
- 5.15%
$88.58 - $133.14 $320K - $481K
66.5K $6M
HPE
Hewlett Packard Enterprise CO

Technology
-28.2K
- 10.43%
$14.77 - $24.42 $416K - $688K
242K $3.73M
WGMI
Valkyrie ETF Tr Ii Bitcoin Min
-66.8K
- 53.31%
$12.77 - $26.22 $853K - $1.75M
58.5K $747K
LEN
Lennar Corp

Consumer Cyclical
-8.07K
- 16.13%
$113.93 - $141.54 $920K - $1.14M
42K $4.82M
JHML
John Hancock Multifactor Large

ETFs
-13.5K
- 2.81%
$66.07 - $73.03 $892K - $986K
466K $31.4M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-79.4K
- 46.31%
$25.54 - $27.64 $2.03M - $2.19M
92.1K $2.51M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-37.4K
- 22.4%
$28.62 - $36.65 $1.07M - $1.37M
129K $3.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-33.4K
- 4.13%
$77.7 - $78.94 $2.59M - $2.63M
775K $61.1M
GM
General Motors CO

Consumer Cyclical
-5.78K
- 2.3%
$45.22 - $54.92 $262K - $318K
246K $11.6M
WSM
Williams Sonoma Inc

Consumer Cyclical
-871
- 1.39%
$158.1 - $217.71 $138K - $190K
61.8K $9.76M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-15K
- 1.73%
$29.68 - $32.59 $446K - $490K
854K $25.5M
NANR
Spdr Index Shs Fds S&P North A

ETFs
-35.9K
- 83.69%
$51.78 - $56.0 $1.86M - $2.01M
7K $388K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-496
- 0.21%
$77.91 - $92.26 $38.6K - $45.8K
234K $18.6M
BWA
Borgwarner Inc

Consumer Cyclical
-52K
- 56.82%
$27.78 - $32.9 $1.44M - $1.71M
39.5K $1.13M
INTU
Intuit Inc

Technology
-1.89K
- 4.44%
$555.63 - $630.23 $1.05M - $1.19M
40.6K $24.9M
NVR
Nvr Inc

Consumer Cyclical
-8
- 0.44%
$7062.02 - $8382.63 $56.5K - $67.1K
1.82K $13.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-10.5K
- 1.72%
$23.16 - $27.04 $242K - $283K
599K $14M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-29.6K
- 4.06%
$59.78 - $60.03 $1.77M - $1.77M
698K $41.8M
HOLX
Hologic Inc

Healthcare
-17.2K
- 27.75%
$60.7 - $73.77 $1.04M - $1.27M
44.8K $2.77M
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
-50K
- 58.45%
$32.91 - $34.28 $1.65M - $1.71M
35.5K $1.19M
HUBS
Hubspot Inc

Technology
-365
- 3.1%
$571.29 - $819.71 $209K - $299K
11.4K $6.51M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-14.3K
- 7.78%
$75.47 - $84.24 $1.08M - $1.2M
169K $13.1M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-13.9K
- 8.99%
$76.17 - $85.05 $1.06M - $1.18M
140K $10.8M
CCJ
Cameco Corp

Energy
-8.27K
- 6.42%
$40.64 - $56.86 $336K - $470K
121K $4.97M
FTC
First Tr Lge Cap Growth

ETFs
-2.46K
- 1.27%
$127.87 - $148.89 $314K - $366K
191K $25.1M
BALT
Innovator Etfs Tr
-50.7K
- 4.57%
$31.31 - $31.89 $1.59M - $1.62M
1.06M $33.2M
ITB
Ishares Tr

ETFs
-9.58K
- 10.89%
$93.86 - $111.45 $899K - $1.07M
78.4K $7.46M
Brookfield Infrastructure CO
-34K
- 32.92%
N/A
69.3K $2.51M
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-30.3K
- 2.41%
N/A
1.23M $43.1M
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
-38.2K
- 46.85%
$44.39 - $50.29 $1.69M - $1.92M
43.3K $2.11M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-12.3K
- 8.51%
$61.55 - $71.27 $757K - $876K
132K $8.27M
VGLT
Vanguard Long Term Treasury Et

ETFs
-32.5K
- 22.86%
$53.99 - $58.43 $1.76M - $1.9M
110K $6.32M
GNRC
Generac Holdings Inc.

Industrials
-250
- 0.47%
$126.65 - $164.06 $31.7K - $41K
53.1K $6.73M
ARKG
Ark Genomic Revolution ETF (De

ETFs
-51.8K
- 31.05%
$20.76 - $29.81 $1.07M - $1.54M
115K $2.39M
MBB
Ishares Tr

ETFs
-29.7K
- 4.92%
$90.37 - $94.08 $2.68M - $2.79M
573K $53.8M
TILT
Flexshares Tr

ETFs
-1.23K
- 1.0%
$202.06 - $225.8 $248K - $277K
122K $25.1M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-43.2K
- 31.92%
$34.23 - $36.9 $1.48M - $1.6M
92.2K $3.29M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-27.7K
- 9.72%
$59.15 - $62.71 $1.64M - $1.74M
258K $15.9M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-1.24K
- 1.48%
$173.56 - $210.67 $216K - $262K
82.7K $14.3M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-32.4K
- 11.8%
$55.76 - $59.54 $1.81M - $1.93M
243K $14.1M
FICO
Fair Isaac Corp

Technology
-202
- 2.76%
$1695.35 - $2030.47 $342K - $410K
7.12K $13.1M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
-26.2K
- 79.2%
$49.93 - $56.52 $1.31M - $1.48M
6.87K $346K
Destiny Tech100 Inc
-2.78K
- 4.9%
N/A
53.9K $1.91M
FXN
First Tr Exchange Traded Fd Fi

ETFs
-88.1K
- 40.84%
$15.13 - $18.07 $1.33M - $1.59M
128K $2.11M
FTXL
First Tr ETF Vi Nasdaq Semicon
-11.8K
- 26.64%
N/A
32.4K $2.45M
Aim ETF Products Trust
-42.5K
- 10.89%
N/A
347K $10M
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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