AIM
IBKR icon

Advyzon Investment Management’s Interactive Brokers IBKR Stock Holding History

Advyzon Investment 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 		$850K Buy
9,767
+5,405
+124% +$450K 0.06% 299
2026
Q1 		$293K Buy
+4,362
New +$311K 0.03% 540

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

Advyzon Investment Management's IBKR Position: Q2 2026 in Review

Advyzon Investment Management increased its Interactive Brokers (IBKR) stake by 124% in Q2 2026, buying an estimated $450K and bringing the position to 9,767 shares worth $850K. The position accounts for 0.06% of the portfolio, ranked #299.

Advyzon Investment Management first reported a position in IBKR in Q1 2026 and has held it in 2 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Advyzon Investment Management held 9,767 shares of Interactive Brokers worth $850K as of Q2 2026.
  • Advyzon Investment Management bought 5,405 Interactive Brokers shares in Q2 2026, an estimated $450K.
  • Interactive Brokers made up 0.06% of Advyzon Investment Management's portfolio in Q2 2026, its #299 holding.
  • Advyzon Investment Management first reported a position in Interactive Brokers in Q1 2026 and has held it in 2 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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