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
Siriusxm Holdings Inc
-50.2K
- 34.51%
N/A
95.3K $2.19M
Neos ETF Trust
-24.3K
- 44.55%
N/A
30.2K $1.58M
CPB
Campbell Soup CO

Consumer Defensive
-12.6K
- 16.92%
$30.65 - $39.9 $387K - $503K
61.9K $1.9M
Jacobs Solutions Inc
-15.4K
- 17.15%
N/A
74.2K $9.75M
WM
Waste Management Inc

Industrials
-1.11K
- 0.37%
$216.47 - $242.1 $241K - $269K
300K $68.7M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-11.8K
- 16.3%
$41.37 - $53.28 $490K - $631K
60.8K $2.72M
ITB
Ishares Tr

ETFs
-9.68K
- 12.35%
$85.52 - $96.61 $828K - $935K
68.7K $6.4M
LUV
Southwest Airlines CO

Industrials
-26.9K
- 16.53%
$24.04 - $34.36 $648K - $926K
136K $4.41M
FNF
Fidelity National Financial, Inc.

Financial Services
-8K
- 12.07%
$53.62 - $66.59 $429K - $533K
58.3K $3.27M
O
Realty Income Corp

Real Estate
-13.4K
- 1.98%
$52.27 - $58.52 $699K - $782K
662K $38.2M
Innovator Etfs Trust
-47.8K
- 10.99%
N/A
387K $14.5M
Dimensional ETF Trust
-26K
- 7.17%
N/A
337K $18.3M
USFD
Us Foods Holding Corp.

Consumer Defensive
-18.8K
- 52.04%
$60.47 - $79.12 $1.14M - $1.49M
17.3K $1.34M
PLD
Prologis, Inc.

Real Estate
-1.64K
- 1.28%
$89.76 - $112.34 $147K - $184K
127K $13.3M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-42.4K
- 16.55%
$24.37 - $24.56 $1.03M - $1.04M
214K $5.24M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-115K
- 19.82%
$8.0 - $9.55 $923K - $1.1M
467K $4.41M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-23K
- 30.7%
$52.84 - $65.52 $1.22M - $1.51M
51.9K $3.4M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-45.8K
- 29.87%
$21.71 - $22.3 $993K - $1.02M
107K $2.39M
Sila Realty Trust Inc
-25.6K
- 19.4%
N/A
106K $2.51M
KWEB
Kraneshares Tr Csi China Inter

ETFs
-27.9K
- 57.26%
$28.28 - $35.22 $790K - $984K
20.8K $716K
Gorilla Technology Group Inc
-29.2K
- 72.51%
N/A
11.1K $220K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-8.66K
- 6.38%
$102.02 - $103.5 $883K - $896K
127K $13.1M
BBY
Best Buy CO Inc

Consumer Cyclical
-4.55K
- 4.47%
$56.17 - $75.73 $256K - $345K
97.3K $6.53M
PHG
Koninklijke Philips Nv

Healthcare
-35.4K
- 49.36%
$21.67 - $25.64 $767K - $908K
36.3K $871K
FBT
First Trust Nyse Arca Biotechn

ETFs
-3.72K
- 9.42%
$145.67 - $165.99 $542K - $617K
35.8K $5.77M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-30.2K
- 26.02%
$36.05 - $40.34 $1.09M - $1.22M
85.8K $3.46M
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
-21.7K
- 23.7%
$46.54 - $55.66 $1.01M - $1.21M
69.8K $3.88M
Rbb Fd Inc
-18.7K
- 7.98%
N/A
216K $10.8M
OGE
Oge Energy Corp.

Utilities
-16.2K
- 11.42%
$42.23 - $46.38 $682K - $749K
125K $5.56M
DOCU
Docusign, Inc.

Technology
-9.33K
- 16.01%
$70.35 - $93.84 $656K - $875K
48.9K $3.81M
Anglogold Ashanti PLC
-79.6K
- 24.83%
N/A
241K $11M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-35.6K
- 46.41%
$24.96 - $25.5 $889K - $909K
41.1K $1.05M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
-85.7K
- 38.66%
$9.43 - $10.29 $809K - $882K
136K $1.37M
UA
Under Armour Inc Cl C

Consumer Cyclical
-157K
- 73.45%
$4.73 - $6.59 $743K - $1.03M
56.8K $368K
HMOP
Hartford Fds Exchange Traded T

ETFs
-22.8K
- 14.33%
$37.54 - $38.74 $857K - $885K
137K $5.23M
POR
Portland General Electric CO

Utilities
-16.9K
- 31.49%
$39.96 - $44.75 $676K - $756K
36.8K $1.49M
SLRC
Slr Investment Corp.

Financial Services
-45.6K
- 20.07%
$14.19 - $17.01 $648K - $776K
182K $2.94M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-13.8K
- 10.08%
$69.8 - $85.28 $966K - $1.18M
124K $10.2M
WTW
Willis Towers Watson PLC

Financial Services
-2.15K
- 29.01%
$295.96 - $337.43 $636K - $725K
5.26K $1.61M
APO
Apollo Global Management, Inc.

Financial Services
-8.5K
- 13.23%
$108.68 - $145.07 $924K - $1.23M
55.8K $7.91M
MSCI
Msci Inc.

Financial Services
-1.66K
- 26.5%
$506.56 - $576.74 $841K - $958K
4.61K $2.66M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-39.3K
- 13.62%
$37.24 - $41.76 $1.46M - $1.64M
249K $10.4M
PKG
Packaging Corp Of America

Consumer Cyclical
-1.75K
- 3.05%
$175.97 - $201.36 $309K - $353K
55.8K $10.5M
MA
Mastercard Inc

Financial Services
-7.8K
- 3.08%
$479.92 - $590.74 $3.74M - $4.61M
246K $138M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-10K
- 4.97%
$66.5 - $71.25 $667K - $715K
192K $13.3M
HST
Host Hotels & Resorts, Inc.

Real Estate
-63.6K
- 64.83%
$12.7 - $16.07 $808K - $1.02M
34.5K $530K
Franklin Templeton ETF Tr
-29.8K
- 59.03%
N/A
20.7K $908K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-17K
- 16.25%
$49.98 - $50.26 $849K - $854K
87.5K $4.39M
First Tr Exchng Traded Fd Vi
-27.7K
- 36.33%
N/A
48.5K $1.73M
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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