Curio Wealth’s Interactive Brokers IBKR Stock Holding History

Curio Wealth’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	–	Sell	-1	Closed	-$67	–	566
2026 Q1	$67	Buy	+1	New	+$71	﹤0.01%	1070

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Curio Wealth's IBKR Position: Q2 2026 in Review

Curio Wealth sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 1 share — an estimated $67 sold.

Curio Wealth first reported a position in IBKR in Q1 2026 and held it in 1 quarter. The position peaked at $67 in Q1 2026. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Curio Wealth reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Interactive Brokers share in Q2 2026, an estimated $67.
Curio Wealth first reported a position in Interactive Brokers in Q1 2026 and held it in 1 quarter.
Curio Wealth's Interactive Brokers position peaked at $67 in Q1 2026.
1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.