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
Gsk PLC
-18.7K
- 5.54%
N/A
319K $12.3M
Simplify Exchange Traded Fun
-23.9K
- 44.92%
N/A
29.4K $825K
OXLC
Oxford Lane Capital Corp.

Financial Services
-161K
- 55.66%
$4.01 - $4.96 $646K - $799K
128K $539K
AWR
American States Water CO

Utilities
-9.62K
- 22.05%
$75.1 - $81.3 $722K - $782K
34K $2.61M
SU
Suncor Energy Inc

Energy
-20K
- 33.12%
$31.54 - $41.04 $630K - $820K
40.3K $1.51M
CNI
Canadian National Railway CO

Industrials
-10.6K
- 23.17%
$92.66 - $108.13 $980K - $1.14M
35.1K $3.65M
FLIN
Franklin Templeton ETF Tr

ETFs
-24K
- 45.24%
$35.01 - $39.98 $841K - $961K
29.1K $1.16M
OMFL
Invesco Exchange Traded Self I

ETFs
-27.2K
- 15.71%
$48.43 - $57.78 $1.32M - $1.57M
146K $8.43M
GL
Globe Life Inc.

Financial Services
-3.6K
- 7.66%
$113.29 - $133.09 $408K - $479K
43.4K $5.4M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-6.83K
- 21.58%
$110.2 - $126.21 $753K - $862K
24.8K $3.11M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-21.7K
- 7.87%
$11.11 - $14.46 $241K - $313K
254K $3.18M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-47.6K
- 18.81%
$26.38 - $32.66 $1.26M - $1.55M
205K $6.71M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-20K
- 24.44%
$37.73 - $43.54 $753K - $869K
61.7K $2.67M
LVHD
Franklin U.S. Low Volatility H

ETFs
-12.8K
- 5.63%
$37.37 - $40.85 $480K - $525K
215K $8.59M
PPL
Ppl Corp

Utilities
-2.53K
- 0.83%
$33.45 - $36.5 $84.7K - $92.4K
302K $10.2M
First Tr Exchng Traded Fd Vi
-33.3K
- 11.07%
N/A
267K $8.43M
FTXL
First Tr ETF Vi Nasdaq Semicon
-14.8K
- 45.69%
N/A
17.6K $1.69M
DLY
Double Line Yield Opportunities Fund

N/A
-44.5K
- 42.8%
$14.45 - $16.11 $643K - $717K
59.5K $928K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-22.4K
- 21.54%
$70.56 - $92.75 $1.58M - $2.07M
81.4K $7.31M
TRFK
Pacer Fds Tr
-28.3K
- 44.44%
N/A
35.4K $2.09M
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
-37.1K
- 53.38%
$20.72 - $25.75 $768K - $955K
32.4K $834K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-36.8K
- 53.18%
$18.96 - $20.43 $697K - $751K
32.4K $661K
TGTX
Tg Therapeutics, Inc.

Healthcare
-3.47K
- 1.97%
$33.37 - $45.51 $116K - $158K
172K $6.2M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-42.8K
- 15.61%
$12.21 - $13.9 $522K - $595K
231K $3.02M
D
Dominion Energy, Inc

Utilities
-17.5K
- 2.9%
$49.66 - $58.0 $870K - $1.02M
587K $33.2M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
-53.4K
- 19.87%
$9.89 - $10.9 $528K - $582K
215K $2.22M
ICLN
Ishares

ETFs
-129K
- 21.8%
$10.56 - $13.31 $1.36M - $1.71M
462K $6.06M
A
Agilent Technologies, Inc.

Healthcare
-6.2K
- 13.8%
$99.29 - $120.52 $616K - $748K
38.7K $4.57M
KAPR
Innovator U.S. Small Cap Power

ETFs
-35.8K
- 11.53%
$28.5 - $32.39 $1.02M - $1.16M
274K $8.88M
First Tr Exchng Traded Fd Vi
-22.9K
- 60.81%
N/A
14.8K $465K
TTE
Total Energies Se

Energy
-6.6K
- 8.09%
N/A
75K $4.61M
HCA
Hca Healthcare, Inc.

Healthcare
-3.76K
- 18.42%
$317.61 - $387.52 $1.19M - $1.46M
16.6K $6.38M
FSTA
Fidelity Covington Tr Msci Con

ETFs
-13.3K
- 3.05%
$47.94 - $52.5 $637K - $698K
422K $21.6M
Invesco Exch Trd Slf Idx Fd
-32.8K
- 37.85%
N/A
53.9K $1.14M
Trust For Professional Manag
-46.9K
- 15.45%
N/A
257K $9.66M
DFNL
Davis Fundamental ETF Tr

ETFs
-21.4K
- 29.38%
$34.38 - $42.94 $737K - $921K
51.5K $2.21M
PSEP
Innovator U.S. Equity Power Bu
-55.8K
- 8.5%
N/A
600K $24.5M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-27.4K
- 61.27%
$23.33 - $24.01 $638K - $657K
17.3K $415K
CRM
Salesforce, Inc.

Technology
-7.63K
- 2.28%
$236.26 - $291.15 $1.8M - $2.22M
326K $89M
EBC
Eastern Bankshares, Inc.

Financial Services
-31.3K
- 22.87%
$14.18 - $16.5 $443K - $516K
105K $1.61M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-35.3K
- 27.3%
$24.46 - $33.16 $864K - $1.17M
94.1K $3.08M
SYY
Sysco Corp

Consumer Defensive
-11.1K
- 3.7%
$68.0 - $75.91 $751K - $839K
288K $21.8M
SPH
Suburban Propane Partners LP

Utilities
-5.73K
- 2.78%
$17.75 - $21.62 $102K - $124K
201K $3.72M
VAW
Vanguard Materials ETF

ETFs
-4.17K
- 12.69%
$163.82 - $196.64 $684K - $821K
28.7K $5.6M
MET
Metlife Inc

Financial Services
-7.93K
- 3.72%
$68.42 - $82.49 $542K - $654K
205K $16.5M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-11.9K
- 22.9%
$46.79 - $48.56 $558K - $580K
40.2K $1.94M
CSGP
Costar Group, Inc.

Real Estate
-7.89K
- 25.47%
$72.62 - $83.22 $573K - $656K
23.1K $1.86M
SPG
Simon Property Group Inc

Real Estate
-1.58K
- 2.46%
$140.37 - $171.44 $222K - $272K
62.7K $10.1M
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
-17.2K
- 36.33%
$38.61 - $49.26 $665K - $848K
30.2K $1.49M
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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