Commonwealth Equity Services’s EMX Royalty EMX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-16,019	Closed	-$40K	–	4289
2025 Q2	$40K	Hold	16,019	–	–	﹤0.01%	4178
2025 Q1	$33K	Hold	16,019	–	–	﹤0.01%	4101
2024 Q4	$28K	Hold	16,019	–	–	﹤0.01%	4023
2024 Q3	$29K	Hold	16,019	–	–	﹤0.01%	3980
2024 Q2	$29K	Hold	16,019	–	–	﹤0.01%	3941
2024 Q1	$28K	Hold	16,019	–	–	﹤0.01%	3941
2023 Q4	$26K	Hold	16,019	–	–	﹤0.01%	3806
2023 Q3	$29K	Sell	16,019 -726	-4%	-$1.33K	﹤0.01%	3708
2023 Q2	$32K	Buy	16,745 +371	+2%	+$722	﹤0.01%	3713
2023 Q1	$32	Buy	16,374 +355	+2%	+$705	﹤0.01%	3625
2022 Q4	$30K	Hold	16,019	–	–	﹤0.01%	3568
2022 Q3	$29K	Hold	16,019	–	–	﹤0.01%	3540
2022 Q2	$29K	Hold	16,019	–	–	﹤0.01%	3545
2022 Q1	$34K	Hold	16,019	–	–	﹤0.01%	3618
2021 Q4	$36K	Hold	16,019	–	–	﹤0.01%	3563
2021 Q3	$41K	Hold	16,019	–	–	﹤0.01%	3508
2021 Q2	$47K	Hold	16,019	–	–	﹤0.01%	3466
2021 Q1	$47K	Hold	16,019	–	–	﹤0.01%	3342
2020 Q4	$53K	Hold	16,019	–	–	﹤0.01%	3124
2020 Q3	$42K	Hold	16,019	–	–	﹤0.01%	2961
2020 Q2	$34K	Hold	16,019	–	–	﹤0.01%	2878
2020 Q1	$21K	Hold	16,019	–	–	﹤0.01%	2754
2019 Q4	$26K	Hold	16,019	–	–	﹤0.01%	2842
2019 Q3	$21K	Sell	16,019 -15,769	-50%	-$21.4K	﹤0.01%	2800
2019 Q2	$38K	Hold	31,788	–	–	﹤0.01%	2709
2019 Q1	$37K	Hold	31,788	–	–	﹤0.01%	2675
2018 Q4	$35K	Hold	31,788	–	–	﹤0.01%	2592
2018 Q3	$38K	Hold	31,788	–	–	﹤0.01%	2710
2018 Q2	$32K	Buy	+31,788	New	+$31.5K	﹤0.01%	2694

Other funds holding EMX

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Medici Capital Newport Beach, California $51M AUM 32.2% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Commonwealth Equity Services's EMX Position: Q3 2025 in Review

Commonwealth Equity Services sold out of EMX Royalty (EMX) in Q3 2025, closing a stake of 16,019 shares — an estimated $40K sold.

Commonwealth Equity Services first reported a position in EMX in Q2 2018 and held it in 29 quarters. The position peaked at $53K in Q4 2020. 64 funds tracked by Wall St. Rank hold EMX as of Q3 2025.

Commonwealth Equity Services reported no remaining EMX Royalty position as of Q3 2025 after selling out during the quarter.
Commonwealth Equity Services sold 16,019 EMX Royalty shares in Q3 2025, an estimated $40K.
Commonwealth Equity Services first reported a position in EMX Royalty in Q2 2018 and held it in 29 quarters.
Commonwealth Equity Services's EMX Royalty position peaked at $53K in Q4 2020.
64 funds tracked by Wall St. Rank held EMX Royalty as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.