Commonwealth Retirement Investments LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Commonwealth Retirement Investments LLC opened 79 positions, added to 19, reduced 12, sold out of 0 and left 8 unchanged. The largest increase in value was IVV (+$1,863,281); the largest decrease was PULS (-$1,717,699).
Two Form 13F-HR filings compared (SEC CIK 1963787): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Wealth Advisors of Iowa, LLC | United States | $0.323B | 87 |
| Bayberry Capital Partners LP | United States | $0.323B | 30 |
| UNIVERSITY OF CHICAGO | United States | $0.323B | 13 |
| Gold Investment Management Ltd. | Canada | $0.323B | 201 |
| BANK OF STOCKTON | United States | $0.323B | 144 |
| SHAYNE & JACOBS, LLC | United States | $0.324B | 116 |
| Tikvah Management LLC | United States | $0.323B | 21 |
| AIMZ Investment Advisors, LLC | United States | $0.324B | 139 |
| FOCUSED ALPHA, LLC | United States | $0.324B | 247 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | United States | $0.324B | 77 |