Commonwealth Equity Services, LLC Purchases in Q3 2025

Commonwealth Equity Services, LLC

  • $77.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
98
+ 2.0%
N/A
4.99K $288K
MTG
Mgic Investment Corp

Financial Services
792
+ 7.88%
$25.06 - $28.92 $19.8K - $22.9K
10.8K $308K
PAA
Plains All American Pipeline LP

Energy
11.5K
+ 8.59%
$16.88 - $18.93 $194K - $217K
145K $2.48M
HYLB
Xtrackers Usd High Yield Corp

ETFs
546
+ 1.43%
$36.55 - $37.16 $20K - $20.3K
38.7K $1.44M
SVAL
Ishares Tr Us Small Cap Value

ETFs
7
+ 0.06%
$30.46 - $34.49 $213 - $241
11.2K $376K
ROSC
Hartford Multifactor Small Cap
187
+ 3.72%
N/A
5.21K $237K
RBB
Rbb Bancorp

Financial Services
2
+ 0.01%
N/A
17.5K $328K
FLJP
Franklin Templeton ETF Tr

ETFs
38
+ 0.36%
$30.82 - $35.17 $1.17K - $1.34K
10.6K $366K
SNSR
Global X Fds Internet Of Thing

ETFs
95
+ 0.53%
$36.13 - $39.89 $3.43K - $3.79K
18.1K $706K
PIO
Invesco Exchange Traded Fd Tr

ETFs
435
+ 1.54%
$43.84 - $45.74 $19.1K - $19.9K
28.7K $1.29M
CBT
Cabot Corp

Basic Materials
282
+ 7.51%
$72.0 - $82.94 $20.3K - $23.4K
4.04K $307K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
64
+ 2.05%
$66.8 - $74.06 $4.28K - $4.74K
3.18K $235K
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
264
+ 4.03%
$108.84 - $112.69 $28.7K - $29.8K
6.81K $757K
Medicus Pharma LTD
10.9K
New
N/A
10.9K $25K
NMI
Nuveen Municipal Income Fund Inc

Financial Services
2.91K
+ 10.57%
$9.64 - $10.64 $28K - $30.9K
30.4K $301K
SPE
Special Opportunities Fund, Inc.

Financial Services
1.63K
+ 11.75%
$15.09 - $15.9 $24.6K - $25.9K
15.5K $240K
STEW
Boulder Growth & Income Fund

Financial Services
800
+ 3.77%
$17.4 - $18.57 $13.9K - $14.9K
22K $400K
VVV
Valvoline Inc

Energy
1.28K
+ 12.02%
$35.02 - $40.67 $44.7K - $51.9K
11.9K $427K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
40
+ 0.28%
N/A
14.5K $973K
VICR
Vicor Corp

Technology
91
+ 1.98%
$43.84 - $54.72 $3.99K - $4.98K
4.68K $233K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
150
+ 2.32%
$65.41 - $69.67 $9.81K - $10.5K
6.61K $460K
IQSU
Indexiq ETF Tr Iq Candriam Esg

ETFs
75
+ 1.39%
$48.01 - $53.21 $3.6K - $3.99K
5.48K $292K
VUSE
ETF Ser Solutions

ETFs
10
+ 0.15%
$62.35 - $67.22 $624 - $672
6.58K $437K
GEVO
Gevo, Inc.

Basic Materials
1.83K
+ 5.97%
$1.15 - $2.09 $2.1K - $3.82K
32.4K $63K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
6.17K
+ 7.43%
$5.21 - $5.57 $32.2K - $34.4K
89.3K $471K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
3.94K
+ 36.88%
$6.1 - $6.35 $24.1K - $25K
14.6K $90K
APAM
Artisan Partners Asset Management Inc.

Financial Services
742
+ 6.76%
$43.4 - $48.34 $32.2K - $35.9K
11.7K $509K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
414
+ 3.89%
$41.55 - $42.82 $17.2K - $17.7K
11.1K $471K
CHGG
Chegg, Inc

Consumer Defensive
12.2K
+ 118.78%
$1.1 - $1.84 $13.4K - $22.4K
22.4K $34K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
207
+ 0.54%
$12.22 - $12.91 $2.53K - $2.67K
38.2K $493K
Edesa Biotech Inc
2.55K
+ 7.27%
N/A
37.5K $93K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
18
+ 0.33%
$38.45 - $43.08 $692 - $775
5.48K $234K
HYPR
Hyperfine, Inc.

Healthcare
8.91K
+ 77.48%
$0.69 - $1.52 $6.15K - $13.5K
20.4K $30K
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
97
+ 0.68%
$20.98 - $22.74 $2.04K - $2.21K
14.3K $323K
UNTY
Unity Bancorp Inc

Financial Services
26
+ 0.22%
$46.48 - $53.99 $1.21K - $1.4K
11.9K $582K
DKL
Delek Logistics Partners, LP

Energy
177
+ 3.59%
$42.08 - $46.37 $7.45K - $8.21K
5.11K $233K
Innovator Etfs Trust
525
+ 0.7%
N/A
75.4K $1.87M
SYNA
Synaptics Inc

Technology
6
+ 0.1%
$59.7 - $74.35 $358 - $446
6.05K $413K
MPV
Barings Participation Investors

Financial Services
746
+ 0.6%
$18.73 - $20.67 $14K - $15.4K
126K $2.53M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
553
+ 1.58%
$9.66 - $10.45 $5.34K - $5.78K
35.5K $371K
BFA
Brown Forman Corp Cl A
1.27K
+ 5.14%
N/A
26K $698K
CNA
Cna Financial Corp

Financial Services
535
+ 0.94%
$43.33 - $49.55 $23.2K - $26.5K
57.6K $2.68M
Ishares Tr
418
+ 0.77%
N/A
54.4K $1.46M
Ishares Tr
123
+ 0.22%
N/A
56.9K $1.45M
BGT
Blackrock Floating Rate Income Trust

Financial Services
1.97K
+ 14.5%
$12.07 - $12.75 $23.8K - $25.1K
15.6K $189K
MLPA
Global X Mlp ETF

ETFs
1.51K
+ 4.99%
$48.25 - $51.56 $73.1K - $78.1K
31.8K $1.54M
GDRX
Good Rx Holdings, Inc.

Healthcare
9.3K
+ 35.09%
$3.47 - $5.12 $32.3K - $47.6K
35.8K $151K
IGOV
Ishares 1 3 International Trea

ETFs
801
+ 2.76%
$41.44 - $43.19 $33.2K - $34.6K
29.8K $1.27M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
186
+ 2.29%
$85.71 - $86.94 $15.9K - $16.2K
8.3K $721K
Activity Summary
Buys All Purchases 1783 New Holdings 229 Increased Positions 1554 Sells All Sells 2388 Reductions 2388 Sold out 0 Options Calls 0 Puts 0
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