Commonwealth Equity Services’s Terrestrial Energy IMSR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$470K	Buy	120,793 +9,999	+9%	+$52K	﹤0.01%	3307
2026 Q2	$784K	Buy	110,794 +10,663	+11%	+$78.8K	﹤0.01%	2913
2026 Q1	$601K	Buy	100,131 +46,108	+85%	+$366K	﹤0.01%	3051
2025 Q4	$330K	Buy	54,023 +21,452	+66%	+$287K	﹤0.01%	3573
2025 Q3	$534K	Buy	+32,571	New	+$387K	﹤0.01%	3124

Other funds holding IMSR

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Commonwealth Equity Services's IMSR Position: Q3 2026 in Review

Commonwealth Equity Services increased its Terrestrial Energy (IMSR) stake by 9% in Q3 2026, buying an estimated $52K and bringing the position to 120,793 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #3307.

Commonwealth Equity Services first reported a position in IMSR in Q3 2025 and has held it in 5 quarters since. The position peaked at $784K in Q2 2026. 22 funds tracked by Wall St. Rank hold IMSR as of Q3 2026.

Commonwealth Equity Services held 120,793 shares of Terrestrial Energy worth $470K as of Q3 2026.
Commonwealth Equity Services bought 9,999 Terrestrial Energy shares in Q3 2026, an estimated $52K.
Terrestrial Energy made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #3307 holding.
Commonwealth Equity Services first reported a position in Terrestrial Energy in Q3 2025 and has held it in 5 quarters since.
Commonwealth Equity Services's Terrestrial Energy position peaked at $784K in Q2 2026.
22 funds tracked by Wall St. Rank held Terrestrial Energy as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.