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Elevation Wealth Partners’s Interactive Brokers IBKR Stock Holding History

Elevation Wealth Partners’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 		$15.8K Buy
181
+66
+57% +$5.49K ﹤0.01% 662
2026
Q1 		$7.71K Hold
115
– – ﹤0.01% 584
2025
Q4 		$7.4K Buy
115
+66
+135% +$4.42K ﹤0.01% 542
2025
Q3 		$3.37K Buy
+49
New +$3.08K ﹤0.01% 545

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

Elevation Wealth Partners's IBKR Position: Q2 2026 in Review

Elevation Wealth Partners increased its Interactive Brokers (IBKR) stake by 57% in Q2 2026, buying an estimated $5.49K and bringing the position to 181 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Elevation Wealth Partners first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Elevation Wealth Partners held 181 shares of Interactive Brokers worth $15.8K as of Q2 2026.
  • Elevation Wealth Partners bought 66 Interactive Brokers shares in Q2 2026, an estimated $5.49K.
  • Interactive Brokers made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #662 holding.
  • Elevation Wealth Partners first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.