COMMONWEALTH EQUITY SERVICES, LLC CVIE — MORGAN STANLEY ETF TRUST

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  13 quarters on record

AI Ownership Summary

COMMONWEALTH EQUITY SERVICES, LLC reported MORGAN STANLEY ETF TRUST (CVIE) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.08% in 2026 Q1. The latest visible filing shows CVIE at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CVIE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COMMONWEALTH EQUITY SERVICES, LLC's position in MORGAN STANLEY ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CVIE was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CVIE stock page COMMONWEALTH EQUITY SERVICES, LLC fund profile COMMONWEALTH EQUITY SERVICES, LLC full holdings
How COMMONWEALTH EQUITY SERVICES, LLC held CVIE — position size vs. price
% of Fund (quarterly)    CVIE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 790,048 +33,738 +4.5% 0.08% $57.4M 2026-04-27 $78.78
2025 Q4 ADDED — — — 756,310 +26,947 +3.7% 0.07% $53.9M 2026-02-12 $78.05
2025 Q3 ADDED — — — 729,363 +24,624 +3.5% 0.06% $49.8M 2025-10-22 $68.59
2025 Q2 ADDED — — — 704,739 +26,484 +3.9% 0.06% $45.9M 2025-08-06 $63.76
2025 Q1 ADDED — — — 678,255 +2,200 +0.3% 0.06% $39.3M 2025-05-09 $59.64
2024 Q4 ADDED — — — 676,055 +25,326 +3.9% 0.05% $37.3M 2025-02-10 $56.57
2024 Q3 ADDED — — — 650,729 +57,041 +9.6% 0.06% $39.0M 2024-10-18 $56.87
2024 Q2 ADDED — — — 593,688 +28,853 +5.1% 0.05% $33.5M 2024-07-31 $55.41
2024 Q1 ADDED — — — 564,835 +109,157 +24.0% 0.05% $32.2M 2024-04-29 $52.60
2023 Q4 ADDED — — — 455,678 +11,118 +2.5% 0.04% $24.5M 2024-02-06 $50.69
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CVIE

As of 2026 Q1 — sorted by position size

Financial Insights, Inc. 3Y 7Y 0.76% A&I FINANCIAL SERVICES, LLC 3Y 7Y 0.69% ST GERMAIN D J CO INC 3Y 7Y 0.3% World Investment Advisors 3Y 7Y 0.28% Archer Investment Management, LLC 0.25% Sandbox Financial Partners, LLC 3Y 0.25% EVOLVE PRIVATE WEALTH, LLC 0.1% LINCOLN CAPITAL CORP 3Y 7Y 0.09% Conrad Siegel Investment Advisors, Inc. 3Y 0.05% RW Investment Management LLC 0.04%

FAQ About COMMONWEALTH EQUITY SERVICES, LLC and CVIE

These are the practical questions this page is built to answer before you even open the full history table.

How long has COMMONWEALTH EQUITY SERVICES, LLC reported owning CVIE?

COMMONWEALTH EQUITY SERVICES, LLC reported CVIE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CVIE position in COMMONWEALTH EQUITY SERVICES, LLC's portfolio?

The largest reported portfolio weight for CVIE was 0.08% in 2026 Q1.

What is the latest reported CVIE position on this page?

The most recent filing on this page is 2026 Q1, when COMMONWEALTH EQUITY SERVICES, LLC reported 790,048 shares, equal to 0.08% of portfolio, with an estimated market value of $57.4M.

What does the chart on this CVIE ownership page compare?

The chart compares COMMONWEALTH EQUITY SERVICES, LLC's quarterly CVIE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did COMMONWEALTH EQUITY SERVICES, LLC time their CVIE position?

Based on 13F filing dates vs. subsequent CVIE price moves, COMMONWEALTH EQUITY SERVICES, LLC correctly timed 10 out of 12 reported position changes (83%). The annualised alpha on CVIE relative to SPY over the holding period was -2.5%.

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