Commonwealth Equity Services, LLC Sells in Q3 2025

Commonwealth Equity Services, LLC

  • $77.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DIAL
Columbia ETF Tr I Diversified

ETFs
-41.1K
- 61.7%
$17.97 - $18.51 $738K - $761K
25.5K $471K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-12.8K
- 18.5%
$64.17 - $68.19 $821K - $872K
56.4K $3.84M
DMAR
First Tr Ex Tr Viii Cboe Vest
-24.2K
- 11.32%
$39.59 - $40.77 $960K - $988K
190K $7.74M
CAG
Conagra Brands Inc.

Consumer Defensive
-14.7K
- 6.85%
$18.04 - $21.14 $264K - $310K
199K $3.65M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-34.3K
- 5.29%
$21.68 - $22.04 $744K - $756K
614K $13.5M
SBAC
Sba Communications Corp

Real Estate
-1.06K
- 8.45%
$191.35 - $239.35 $203K - $254K
11.5K $2.23M
PWZ
Invesco California Amt Free Mu

ETFs
-32.4K
- 35.31%
$22.77 - $24.07 $738K - $780K
59.4K $1.42M
PAGP
Plains Gp Holdings LP

Energy
-34.5K
- 47.28%
$18.12 - $20.08 $624K - $692K
38.4K $701K
Bitwise Bitcoin ETF Tr
-12.6K
- 65.84%
N/A
6.53K $406K
MRNA
Moderna, Inc.

Healthcare
-22.1K
- 28.51%
$23.51 - $34.67 $520K - $766K
55.4K $1.43M
ENPH
Enphase Energy, Inc.

Technology
-12.8K
- 21.76%
$30.11 - $42.97 $385K - $549K
46K $1.63M
CNP
Centerpoint Energy Inc

Utilities
-24.8K
- 19.62%
$35.77 - $39.16 $886K - $970K
101K $3.94M
Solventum Corp
-7.91K
- 18.12%
N/A
35.7K $2.61M
First Tr Exchng Traded Fd Vi
-35.9K
- 33.86%
N/A
70K $1.39M
OKTA
Okta, Inc.

Technology
-4.32K
- 11.82%
$88.51 - $101.1 $382K - $437K
32.2K $2.96M
CHTR
Charter Communications, Inc.

Communication Services
-67
- 1.32%
$256.57 - $418.22 $17.2K - $28K
5.01K $1.38M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-57.3K
- 67.11%
$12.46 - $13.22 $713K - $757K
28.1K $365K
PFIX
Simplify ETF Simplify Int Rate

ETFs
-7.12K
- 9.61%
$45.54 - $60.66 $324K - $432K
66.9K $3.22M
DUOL
Duolingo, Inc.

Technology
-914
- 20.95%
$271.18 - $403.06 $248K - $368K
3.45K $1.11M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-7.92K
- 6.33%
$94.11 - $95.78 $745K - $758K
117K $11.2M
FJAN
First Exc Trd Viii Cboe Vest U
-25.4K
- 10.99%
N/A
205K $10.3M
MCO
Moodys Corp

Financial Services
-99
- 0.4%
$472.69 - $521.32 $46.8K - $51.6K
24.8K $11.8M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-15.4K
- 11.46%
$24.0 - $27.1 $368K - $416K
119K $2.94M
FBT
First Trust Nyse Arca Biotechn

ETFs
-7.31K
- 20.44%
$159.46 - $180.52 $1.17M - $1.32M
28.5K $5.1M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-17K
- 27.55%
$42.79 - $45.73 $728K - $778K
44.7K $2M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-30.3K
- 5.08%
$22.19 - $22.44 $673K - $681K
567K $12.7M
AOR
Ishares Tr Core Growth Allocat

ETFs
-14K
- 16.09%
$60.99 - $64.39 $857K - $905K
73.2K $4.72M
DOV
Dover Corp

Industrials
-1.11K
- 3.87%
$165.59 - $190.9 $184K - $212K
27.6K $4.61M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-67.8K
- 6.85%
$68.24 - $73.73 $4.63M - $5M
922K $67.7M
CBSH
Commerce Bancshares Inc

Financial Services
-9.06K
- 19.33%
$58.61 - $66.11 $531K - $599K
37.8K $2.26M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-47.6K
- 19.88%
$15.5 - $16.01 $738K - $762K
192K $3.05M
JFR
Nuveen Floating Rate Income Fund

Financial Services
-65.8K
- 16.72%
$8.07 - $8.58 $531K - $564K
328K $2.68M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
-30K
- 68.68%
$20.88 - $26.57 $627K - $798K
13.7K $292K
Natixis ETF Tr
-16.2K
- 14.82%
N/A
93.4K $5.23M
ACI
Albertsons Companies, Inc.

Consumer Defensive
-19.1K
- 24.48%
$17.45 - $22.74 $332K - $433K
58.8K $1.03M
FCNCA
First Citizens Bancshares Inc

Financial Services
-281
- 33.1%
$1789.16 - $2158.23 $503K - $606K
568 $1.02M
CSL
Carlisle Companies Inc

Industrials
-832
- 9.99%
$327.52 - $435.11 $272K - $362K
7.49K $2.47M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-2.36K
- 12.54%
$185.65 - $214.38 $438K - $506K
16.5K $3.3M
RYF
Invesco S&P 500 Equal Weight F

ETFs
-8.51K
- 64.97%
N/A
4.59K $357K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-13.7K
- 22.12%
$47.02 - $47.71 $643K - $652K
48.1K $2.29M
SHAK
Shake Shack Inc.

Consumer Cyclical
-1.98K
- 20.71%
$92.4 - $142.03 $183K - $281K
7.56K $708K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
-31.9K
- 13.92%
$20.24 - $21.27 $646K - $679K
197K $4.17M
GDV
Gabelli Dividend & Income Trust

Financial Services
-25.6K
- 45.06%
$25.8 - $27.4 $659K - $700K
31.2K $845K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-19.1K
- 12.5%
$37.98 - $39.81 $724K - $759K
133K $5.19M
FNY
First Trust Mid Cap Growth Alp
-10.2K
- 30.17%
N/A
23.7K $2.17M
BWX
Spdr Bloomberg International T

ETFs
-17.6K
- 3.96%
$22.58 - $23.5 $398K - $414K
427K $9.83M
CPT
Camden Property Trust

Real Estate
-5.26K
- 51.71%
$104.05 - $115.69 $548K - $609K
4.91K $525K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-10.8K
- 11.55%
$98.56 - $110.68 $1.06M - $1.19M
82.5K $9.04M
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
-21.7K
- 44.62%
$30.16 - $31.29 $653K - $678K
26.9K $841K
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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