Advisors Asset Management’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.36M Buy
2025
Q1
$874K Buy
2024
Q4
$826K Buy
2024
Q3
$522K Buy
2024
Q2
$342K Buy
2024
Q1
$192K Buy
2023
Q4
$20.1K Buy