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
First Tr Exchng Traded Fd Vi
-12.2K
- 5.32%
N/A
216K $6.8M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-7.19K
- 13.19%
$32.96 - $44.43 $237K - $320K
47.4K $1.58M
TWLO
Twilio Inc

Communication Services
-593
- 1.55%
$94.9 - $148.35 $56.3K - $88K
37.5K $3.68M
NWL
Newell Brands Inc.

Consumer Defensive
-6.11K
- 5.67%
$6.2 - $10.66 $37.9K - $65.1K
102K $629K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-14.6K
- 35.31%
$34.25 - $37.6 $501K - $551K
26.8K $987K
First Tr Exchng Traded Fd Vi
-12K
- 14.19%
N/A
72.6K $2.56M
FLEX
Flex Ltd.

Technology
-7.27K
- 19.48%
$32.92 - $44.46 $239K - $323K
30K $994K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-6.51K
- 5.28%
$41.51 - $44.56 $270K - $290K
117K $4.91M
CHW
Calamos Global Dynamic Income Fund

Financial Services
-56.5K
- 29.13%
$6.39 - $7.05 $361K - $398K
137K $879K
XMTR
Xometry, Inc.

Industrials
-2.1K
- 9.84%
$23.04 - $43.2 $48.4K - $90.8K
19.3K $480K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-5.09K
- 2.82%
$66.28 - $72.04 $337K - $367K
176K $12M
CC
Chemours CO

Basic Materials
-18.6K
- 35.74%
$13.41 - $19.99 $249K - $371K
33.4K $452K
USA
Liberty All Star Equity Fund

Financial Services
-37.7K
- 8.61%
$6.41 - $7.32 $242K - $276K
400K $2.62M
CROX
Crocs, Inc.

Consumer Cyclical
-3.45K
- 21.55%
$88.83 - $112.59 $306K - $388K
12.6K $1.33M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-16.9K
- 6.19%
$26.63 - $26.75 $451K - $453K
257K $6.87M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-378
- 6.08%
$62.41 - $133.91 $23.6K - $50.6K
5.84K $367K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-3.48K
- 3.52%
$102.5 - $112.02 $356K - $390K
95.3K $9.88M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
-9.59K
- 24.16%
$14.59 - $23.31 $140K - $224K
30.1K $439K
INDB
Independent Bank Corp

Financial Services
-5.18K
- 9.53%
$60.31 - $70.29 $312K - $364K
49.2K $3.08M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-2.3K
- 3.78%
$109.15 - $120.99 $251K - $278K
58.5K $6.59M
ROKU
Roku, Inc

Communication Services
-4.43K
- 17.83%
$67.36 - $99.07 $298K - $439K
20.4K $1.44M
ESRT
Empire State Realty Trust, Inc.

Real Estate
-27.7K
- 36.34%
$7.82 - $10.26 $216K - $284K
48.5K $379K
FANG
Diamondback Energy, Inc.

Energy
-1.26K
- 2.46%
$139.9 - $180.18 $176K - $226K
49.7K $7.95M
CVNA
Carvana Co.

Consumer Cyclical
-2.1K
- 32.42%
$166.52 - $285.33 $350K - $600K
4.38K $917K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-9.21K
- 3.11%
$38.02 - $39.4 $350K - $363K
287K $11M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-2.74K
- 4.61%
$86.24 - $97.98 $236K - $268K
56.7K $4.95M
WTW
Willis Towers Watson PLC

Financial Services
-1.84K
- 19.86%
$306.61 - $340.78 $563K - $626K
7.41K $2.5M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-2.88K
- 1.89%
$40.87 - $45.28 $118K - $130K
150K $6.19M
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
-9.25K
- 9.33%
$37.11 - $39.53 $343K - $365K
89.9K $3.37M
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-2.06K
- 9.54%
N/A
19.6K $2.05M
VLO
Valero Energy Corp

Energy
-18.2K
- 8.57%
$121.76 - $142.99 $2.22M - $2.61M
194K $25.7M
NBIX
Neurocrine Biosciences Inc

Healthcare
-245
- 1.76%
$107.22 - $153.29 $26.3K - $37.6K
13.7K $1.52M
CF
Cf Industries Holdings, Inc.

Basic Materials
-2.76K
- 11.84%
$75.03 - $97.25 $207K - $268K
20.5K $1.61M
PATH
Ui Path, Inc.

Technology
-12.7K
- 12.45%
$9.97 - $15.19 $127K - $193K
89.3K $919K
KRG
Kite Realty Group Trust

Real Estate
-5.03K
- 5.52%
$21.24 - $25.05 $107K - $126K
86K $1.93M
AKAM
Akamai Technologies Inc

Technology
-1K
- 5.19%
N/A
18.3K $1.47M
Aim ETF Products Trust
-9.43K
- 9.98%
N/A
85.1K $2.58M
First Tr Exchng Traded Fd Vi
-14.8K
- 15.42%
N/A
81.2K $1.65M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
-11.3K
- 26.03%
$21.85 - $25.19 $247K - $285K
32.1K $711K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-1.6K
- 4.82%
$122.03 - $134.83 $195K - $216K
31.7K $3.89M
CION
Cion Investment Corp

Financial Services
-3.79K
- 1.27%
$10.35 - $12.55 $39.2K - $47.6K
295K $3.05M
SPYC
Simplify Exchange Traded Fds U
-2.3K
- 2.52%
N/A
89.2K $3.07M
LUV
Southwest Airlines CO

Industrials
-10.3K
- 5.92%
$28.18 - $34.84 $289K - $358K
163K $5.47M
PDN
Invesco Fd Tr

ETFs
-12.3K
- 37.99%
$31.2 - $34.9 $382K - $428K
20K $670K
AUB
Atlantic Union Bankshares Corp

Financial Services
-1.48K
- 3.28%
$30.68 - $39.07 $45.3K - $57.7K
43.5K $1.35M
LIT
Global X Fds Global X Lithium

ETFs
-5.45K
- 8.05%
$38.8 - $42.84 $211K - $233K
62.2K $2.41M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
-4.95K
- 17.59%
$46.78 - $57.72 $231K - $286K
23.2K $1.13M
ALLY
Ally Financial Inc.

Financial Services
-10.1K
- 14.67%
$32.99 - $40.09 $332K - $403K
58.5K $2.13M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-2.71K
- 0.82%
$34.28 - $36.12 $92.8K - $97.8K
327K $11.3M
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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