Commonwealth Equity Services
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Commonwealth Equity Services’s Heartbeam BEAT Stock Holding History

Commonwealth Equity Services’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.04K Buy
+10,723
New +$9.59K ﹤0.01% 4409

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KPWS
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DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Commonwealth Equity Services's BEAT Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in Heartbeam (BEAT) in Q2 2026: 10,723 shares worth $8.04K. The stake represents ﹤0.01% of the portfolio and ranks #4409 among its holdings.

11 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

  • Commonwealth Equity Services held 10,723 shares of Heartbeam worth $8.04K as of Q2 2026.
  • Heartbeam was a new Commonwealth Equity Services position in Q2 2026.
  • Heartbeam made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4409 holding.
  • 11 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.