Commonwealth Equity Services’s Brandes US Value ETF BUSA Stock Holding History

Commonwealth Equity Services’s Portfolio BUSA Stock Details BUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$896K	Sell	22,720 -814	-3%	-$31.6K	﹤0.01%	2792
2026 Q1	$871K	Buy	23,534 +1,839	+8%	+$69.9K	﹤0.01%	2726
2025 Q4	$793K	Buy	21,695 +2,518	+13%	+$89.2K	﹤0.01%	2778
2025 Q3	$669K	Buy	19,177 +4,720	+33%	+$161K	﹤0.01%	2939
2025 Q2	$484K	Buy	+14,457	New	+$459K	﹤0.01%	3159

Other funds holding BUSA

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

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

Commonwealth Equity Services reduced its Brandes US Value ETF (BUSA) stake by 3.5% in Q2 2026, selling an estimated $31.6K and leaving 22,720 shares worth $896K. The position accounts for ﹤0.01% of the portfolio, ranked #2792.

Commonwealth Equity Services first reported a position in BUSA in Q2 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold BUSA as of Q2 2026.

Commonwealth Equity Services held 22,720 shares of Brandes US Value ETF worth $896K as of Q2 2026.
Commonwealth Equity Services sold 814 Brandes US Value ETF shares in Q2 2026, an estimated $31.6K.
Brandes US Value ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2792 holding.
Commonwealth Equity Services first reported a position in Brandes US Value ETF in Q2 2025 and has held it in 5 quarters since.
18 funds tracked by Wall St. Rank held Brandes US Value ETF as of Q2 2026.

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