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WCPBWCPB
3 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in WEITZ CORE PLUS BOND ETF

COMMONWEALTH EQUITY SERVICES, LLC holds 14,792 shares of WCPB (WEITZ CORE PLUS BOND ETF), worth $374,980 as of 2026-Q2. The position was increased (+16.0% shares). WCPB represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$374,980

Current Shares

14,792

Total Value Change

+$95,350

Total Shares Change

+3,843

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
14,792
+16.0%
$374,9800.0%$25.24
27
2026-Q1
Increased
12,748
+16.4%
$322,4000.0%$24.87
27
2025-Q4
New
10,949
-
$279,6300.0%$24.84
32

Other major holders of WCPB: Integrated Wealth Concepts LLC, Farther Finance Advisors, LLC, HighTower Advisors, LLC

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