Commonwealth Equity Services
LFEQ icon

Commonwealth Equity Services’s VanEck Long/Flat Trend ETF LFEQ Stock Holding History

Commonwealth Equity Services’s Portfolio LFEQ Stock Details LFEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-91,491
Closed -$4.22M – 4142
2024
Q2 		$4.22M Sell
91,491
-365
-0.4% -$16.1K 0.01% 1289
2024
Q1 		$4.07M Sell
91,856
-3,140
-3% -$132K 0.01% 1310
2023
Q4 		$3.81M Sell
94,996
-5,761
-6% -$222K 0.01% 1268
2023
Q3 		$3.79M Sell
100,757
-170
-0.2% -$6.63K 0.01% 1192
2023
Q2 		$3.93M Sell
100,927
-2,000
-2% -$73.5K 0.01% 1184
2023
Q1 		$3.72K Sell
102,927
-40
-0% -$1.41K 0.01% 1173
2022
Q4 		$3.5M Sell
102,967
-5,106
-5% -$176K 0.01% 1159
2022
Q3 		$3.63M Sell
108,073
-230
-0.2% -$8.28K 0.01% 1055
2022
Q2 		$4.03M Sell
108,303
-100
-0.1% -$3.85K 0.01% 1002
2022
Q1 		$4.57M Sell
108,403
-1,700
-2% -$70.3K 0.01% 992
2021
Q4 		$4.86M Sell
110,103
-57
-0.1% -$2.44K 0.01% 938
2021
Q3 		$4.41M Hold
110,160
– – 0.01% 940
2021
Q2 		$4.39M Sell
110,160
-100
-0.1% -$3.87K 0.01% 929
2021
Q1 		$4.05M Buy
110,260
+575
+0.5% +$20.5K 0.01% 895
2020
Q4 		$3.8M Buy
109,685
+200
+0.2% +$6.68K 0.01% 863
2020
Q3 		$3.46M Sell
109,485
-1,600
-1% -$49.8K 0.01% 799
2020
Q2 		$3.23M Sell
111,085
-32,470
-23% -$889K 0.01% 781
2020
Q1 		$3.46M Sell
143,555
-16,036
-10% -$456K 0.02% 662
2019
Q4 		$4.8M Buy
159,591
+19,126
+14% +$555K 0.02% 650
2019
Q3 		$3.94M Buy
140,465
+18,344
+15% +$510K 0.02% 665
2019
Q2 		$3.37M Buy
122,121
+4,460
+4% +$120K 0.01% 713
2019
Q1 		$3.12M Buy
117,661
+8,757
+8% +$226K 0.01% 724
2018
Q4 		$2.68M Buy
108,904
+38,744
+55% +$1.02M 0.01% 707
2018
Q3 		$1.98M Buy
70,160
+42,134
+150% +$1.17M 0.01% 927
2018
Q2 		$745K Buy
28,026
+16,598
+145% +$438K ﹤0.01% 1470
2018
Q1 		$296K Buy
+11,428
New +$307K ﹤0.01% 2072

Other funds holding LFEQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services's LFEQ Position: Q3 2024 in Review

Commonwealth Equity Services sold out of VanEck Long/Flat Trend ETF (LFEQ) in Q3 2024, closing a stake of 91,491 shares — an estimated $4.22M sold.

Commonwealth Equity Services first reported a position in LFEQ in Q1 2018 and held it in 26 quarters. The position peaked at $4.86M in Q4 2021. 11 funds tracked by Wall St. Rank hold LFEQ as of Q3 2024.

  • Commonwealth Equity Services reported no remaining VanEck Long/Flat Trend ETF position as of Q3 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 91,491 VanEck Long/Flat Trend ETF shares in Q3 2024, an estimated $4.22M.
  • Commonwealth Equity Services first reported a position in VanEck Long/Flat Trend ETF in Q1 2018 and held it in 26 quarters.
  • Commonwealth Equity Services's VanEck Long/Flat Trend ETF position peaked at $4.86M in Q4 2021.
  • 11 funds tracked by Wall St. Rank held VanEck Long/Flat Trend ETF as of Q3 2024.

Based on Commonwealth Equity Services's 13F filing for Q3 2024, filed 18 Oct 2024.