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Advisors Asset Management’s Interactive Brokers IBKR Stock Holding History

Advisors Asset Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.06M Buy
23,691
+511
+2% +$42.5K 0.03% 595
2026
Q1 		$1.55M Sell
23,180
-4,565
-16% -$326K 0.03% 672
2025
Q4 		$1.78M Buy
27,745
+1,789
+7% +$120K 0.03% 629
2025
Q3 		$1.79M Buy
25,956
+1,371
+6% +$86.3K 0.03% 624
2025
Q2 		$1.36M Buy
24,585
+3,461
+16% +$164K 0.02% 679
2025
Q1 		$874K Buy
21,124
+2,432
+13% +$121K 0.02% 787
2024
Q4 		$826K Buy
18,692
+3,716
+25% +$156K 0.02% 795
2024
Q3 		$522K Buy
14,976
+3,828
+34% +$119K 0.01% 918
2024
Q2 		$342K Buy
11,148
+4,268
+62% +$127K 0.01% 989
2024
Q1 		$192K Buy
6,880
+5,908
+608% +$147K ﹤0.01% 1137
2023
Q4 		$20.1K Buy
+972
New +$19.9K ﹤0.01% 1355

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Advisors Asset Management's IBKR Position: Q2 2026 in Review

Advisors Asset Management increased its Interactive Brokers (IBKR) stake by 2.2% in Q2 2026, buying an estimated $42.5K and bringing the position to 23,691 shares worth $2.06M. The position accounts for 0.03% of the portfolio, ranked #595.

Advisors Asset Management first reported a position in IBKR in Q4 2023 and has held it in 11 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Advisors Asset Management held 23,691 shares of Interactive Brokers worth $2.06M as of Q2 2026.
  • Advisors Asset Management bought 511 Interactive Brokers shares in Q2 2026, an estimated $42.5K.
  • Interactive Brokers made up 0.03% of Advisors Asset Management's portfolio in Q2 2026, its #595 holding.
  • Advisors Asset Management first reported a position in Interactive Brokers in Q4 2023 and has held it in 11 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.