EF
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Empowered Funds’s Interactive Brokers IBKR Stock Holding History

Empowered Funds’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
Q1 		$2.06M Sell
30,726
-98,197
-76% -$7.01M 0.01% 1091
2025
Q4 		$8.29M Sell
128,923
-21,864
-14% -$1.46M 0.14% 170
2025
Q3 		$10.4M Buy
150,787
+13,318
+10% +$838K 0.1% 212
2025
Q2 		$7.62M Sell
137,469
-19,055
-12% -$904K 0.09% 302
2025
Q1 		$6.48M Buy
156,524
+4,624
+3% +$229K 0.09% 304
2024
Q4 		$6.71M Buy
151,900
+145,764
+2,376% +$6.14M 0.1% 286
2024
Q3 		$214K Sell
6,136
-143,696
-96% -$4.45M ﹤0.01% 1314
2024
Q2 		$4.59M Buy
+149,832
New +$4.47M 0.08% 341
2023
Q4 		– Sell
-31,160
Closed -$674K – 1285
2023
Q3 		$674K Buy
+31,160
New +$693K 0.02% 807
2018
Q3 		– Sell
-83,712
Closed -$1.36M – 110
2018
Q2 		$1.36M Buy
83,712
+13,004
+18% +$235K 0.43% 86
2018
Q1 		$1.16M Buy
+70,708
New +$1.17M 0.42% 69

Other funds holding IBKR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return