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Avestar Capital’s Interactive Brokers IBKR Stock Holding History

Avestar Capital’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 		$1.22M Buy
+14,000
New +$1.17M 0.07% 205
2024
Q1 		– Sell
-80,400
Closed -$1.67M – 478
2023
Q4 		$1.67M Buy
+80,400
New +$1.65M 0.19% 78

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

Avestar Capital's IBKR Position: Q2 2026 in Review

Avestar Capital increased its Interactive Brokers (IBKR) stake by 39% in Q2 2026, buying an estimated $97.3K and bringing the position to 4,199 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #441.

Avestar Capital first reported a position in IBKR in Q1 2019 and has held it in 5 quarters since. The position peaked at $391K in Q4 2023. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Avestar Capital held 4,199 shares of Interactive Brokers worth $365K as of Q2 2026.
  • Avestar Capital bought 1,169 Interactive Brokers shares in Q2 2026, an estimated $97.3K.
  • Interactive Brokers made up 0.02% of Avestar Capital's portfolio in Q2 2026, its #441 holding.
  • Avestar Capital first reported a position in Interactive Brokers in Q1 2019 and has held it in 5 quarters since.
  • Avestar Capital's Interactive Brokers position peaked at $391K in Q4 2023.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.