Commonwealth Equity Services
ACTV

Commonwealth Equity Services’s LeaderShares Activist Leaders ETF ACTV Stock Holding History

Commonwealth Equity Services’s Portfolio ACTV Stock Details ACTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,502
Closed -$374K – 4172
2024
Q4 		$374K Buy
11,502
+54
+0.5% +$1.8K ﹤0.01% 3217
2024
Q3 		$386K Buy
11,448
+298
+3% +$9.74K ﹤0.01% 3120
2024
Q2 		$357K Buy
11,150
+32
+0.3% +$1.06K ﹤0.01% 3140
2024
Q1 		$391K Buy
11,118
+47
+0.4% +$1.56K ﹤0.01% 3033
2023
Q4 		$370K Buy
11,071
+431
+4% +$13K ﹤0.01% 2982
2023
Q3 		$325K Buy
10,640
+170
+2% +$5.42K ﹤0.01% 2953
2023
Q2 		$331K Buy
+10,470
New +$312K ﹤0.01% 2962

Other funds holding ACTV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Commonwealth Equity Services's ACTV Position: Q1 2025 in Review

Commonwealth Equity Services sold out of LeaderShares Activist Leaders ETF (ACTV) in Q1 2025, closing a stake of 11,502 shares — an estimated $374K sold.

Commonwealth Equity Services first reported a position in ACTV in Q2 2023 and held it in 7 quarters. The position peaked at $391K in Q1 2024. 19 funds tracked by Wall St. Rank hold ACTV as of Q1 2025.

  • Commonwealth Equity Services reported no remaining LeaderShares Activist Leaders ETF position as of Q1 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 11,502 LeaderShares Activist Leaders ETF shares in Q1 2025, an estimated $374K.
  • Commonwealth Equity Services first reported a position in LeaderShares Activist Leaders ETF in Q2 2023 and held it in 7 quarters.
  • Commonwealth Equity Services's LeaderShares Activist Leaders ETF position peaked at $391K in Q1 2024.
  • 19 funds tracked by Wall St. Rank held LeaderShares Activist Leaders ETF as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.