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
IWP
Ishares Russell Mid Cap Growth

ETFs
-106K
- 4.24%
$137.51 - $145.26 $14.6M - $15.4M
2.39M $341M
BMY
Bristol Myers Squibb CO

Healthcare
-96.8K
- 8.27%
$43.31 - $48.98 $4.19M - $4.74M
1.07M $48.4M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-141K
- 18.81%
$50.02 - $53.28 $7.06M - $7.52M
609K $31.9M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-72.9K
- 7.02%
$136.48 - $142.97 $9.96M - $10.4M
967K $135M
AMP
Ameriprise Financial Inc

Financial Services
-7.15K
- 14.07%
$486.13 - $544.55 $3.48M - $3.9M
43.7K $21.5M
SBUX
Starbucks Corp

Consumer Cyclical
-26.8K
- 5.7%
$81.9 - $96.86 $2.2M - $2.6M
444K $37.6M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-233K
- 29.98%
$29.2 - $32.74 $6.81M - $7.64M
545K $17.4M
VDE
Vanguard Energy ETF

ETFs
-53.8K
- 29.07%
$118.37 - $129.65 $6.37M - $6.98M
131K $16.5M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-139K
- 4.38%
$42.75 - $43.37 $5.92M - $6.01M
3.03M $131M
BOND
Pimco Active Bond Exchange Tra

ETFs
-65K
- 13.03%
$90.83 - $93.81 $5.9M - $6.1M
434K $40.5M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-337K
- 36.07%
$16.46 - $17.1 $5.55M - $5.77M
598K $10.2M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-160K
- 21.25%
$38.8 - $40.1 $6.2M - $6.41M
592K $23.8M
DVN
Devon Energy Corp

Energy
-193K
- 46.29%
$31.75 - $36.99 $6.14M - $7.15M
224K $7.87M
MA
Mastercard Inc

Financial Services
-12.5K
- 5.08%
$550.18 - $598.96 $6.86M - $7.47M
233K $133M
MDT
Medtronic PLC

Healthcare
-134K
- 14.59%
$87.67 - $95.74 $11.7M - $12.8M
783K $74.6M
QCOM
Qualcomm Inc

Technology
-56.9K
- 9.42%
$145.84 - $173.55 $8.3M - $9.88M
547K $91M
CARR
Carrier Global Corp

Industrials
-15.3K
- 4.88%
$58.75 - $80.73 $900K - $1.24M
299K $17.8M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-13.5K
- 13.26%
$567.09 - $607.37 $7.64M - $8.18M
88.1K $52.5M
SYK
Stryker Corp

Healthcare
-2.43K
- 1.55%
$368.57 - $403.53 $895K - $980K
155K $57.1M
STZ
Constellation Brands, Inc.

Consumer Defensive
-15.1K
- 14.56%
$131.78 - $176.09 $1.99M - $2.66M
88.6K $11.9M
UL
Unilever PLC

Consumer Defensive
-69.1K
- 16.37%
$58.43 - $65.01 $4.04M - $4.49M
353K $20.9M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-97.7K
- 10.69%
N/A
816K $40.8M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-125K
- 36.15%
$42.39 - $44.63 $5.3M - $5.58M
221K $9.85M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-43.1K
- 10.01%
$60.9 - $70.75 $2.63M - $3.05M
388K $24.2M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-174K
- 51.81%
$32.29 - $38.12 $5.63M - $6.64M
162K $6.18M
HYD
Vaneck High Yield Muni ETF

ETFs
-107K
- 10.58%
$48.85 - $50.94 $5.23M - $5.45M
904K $46M
INTU
Intuit Inc

Technology
-884
- 2.26%
$646.03 - $807.39 $571K - $714K
38.2K $26.1M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-203K
- 19.23%
$39.37 - $44.24 $7.98M - $8.97M
851K $37.3M
ET
Energy Transfer LP

Energy
-159K
- 7.85%
$17.11 - $18.16 $2.72M - $2.88M
1.87M $32M
Arm Holdings PLC
-23.7K
- 36.55%
N/A
41.2K $5.83M
GILD
Gilead Sciences, Inc.

Healthcare
-42.2K
- 12.0%
$108.22 - $120.47 $4.57M - $5.09M
310K $34.4M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-97.2K
- 7.63%
$70.77 - $73.59 $6.88M - $7.16M
1.18M $86.3M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-72.6K
- 40.46%
$70.51 - $77.82 $5.12M - $5.65M
107K $8.28M
PFE
Pfizer Inc

Healthcare
-380K
- 9.09%
$23.29 - $25.88 $8.86M - $9.85M
3.8M $96.9M
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
-104K
- 81.56%
$43.2 - $47.68 $4.5M - $4.96M
23.5K $1.11M
Wisdomtree Tr
-86.8K
- 84.98%
N/A
15.3K $880K
CTAS
Cintas Corp

Industrials
-12.9K
- 12.59%
$199.29 - $226.27 $2.58M - $2.93M
89.8K $18.4M
Calamos ETF Tr
-167K
- 73.16%
N/A
61.4K $1.65M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-97.5K
- 3.23%
$52.39 - $53.11 $5.11M - $5.18M
2.92M $155M
Innovator Etfs Trust
-135K
- 34.95%
N/A
252K $10.2M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-12.4K
- 35.15%
$159.87 - $247.68 $1.98M - $3.07M
22.9K $4.08M
MELI
Mercadolibre Inc

Consumer Cyclical
-678
- 6.99%
$2292.04 - $2514.05 $1.55M - $1.7M
9.02K $21.1M
UNH
Unitedhealth Group Inc

Healthcare
-42.9K
- 13.53%
$237.77 - $353.61 $10.2M - $15.2M
274K $94.7M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-37.3K
- 74.57%
$93.1 - $110.49 $3.47M - $4.12M
12.7K $1.19M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-52.9K
- 14.05%
$81.76 - $86.36 $4.32M - $4.57M
323K $27.4M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
-100K
- 76.47%
$43.35 - $50.12 $4.35M - $5.03M
30.9K $1.55M
Blackrock ETF Trust
-154K
- 34.95%
N/A
286K $9.09M
ADP
Automatic Data Processing Inc

Industrials
-4.22K
- 2.17%
$288.69 - $310.94 $1.22M - $1.31M
190K $55.8M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-93.9K
- 50.27%
N/A
92.8K $5.73M
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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