Financial Management Professionals’s Interactive Brokers IBKR Stock Holding History

Financial Management Professionals’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	$62.9K	Buy	723 +700	+3,043%	+$58.3K	0.01%	263
2026 Q1	$1.54K	Buy	23 +3	+15%	+$214	﹤0.01%	766
2025 Q4	$1.29K	Sell	20 -12	-38%	-$803	﹤0.01%	770
2025 Q3	$2.2K	Hold	32	–	–	﹤0.01%	698
2025 Q2	$1.77K	Hold	32	–	–	﹤0.01%	765
2025 Q1	$1.32K	Hold	32	–	–	﹤0.01%	781
2024 Q4	$1.41K	Hold	32	–	–	﹤0.01%	771
2024 Q3	$1K	Hold	32	–	–	﹤0.01%	838
2024 Q2	$1K	Hold	32	–	–	﹤0.01%	794
2024 Q1	$1K	Hold	32	–	–	﹤0.01%	857
2023 Q4	$1K	Hold	32	–	–	﹤0.01%	851
2023 Q3	$1K	Hold	32	–	–	﹤0.01%	794
2023 Q2	$1K	Hold	32	–	–	﹤0.01%	830
2023 Q1	$1K	Buy	32 +12	+60%	+$244	﹤0.01%	893
2022 Q4	$0	Buy	+20	New	+$374	﹤0.01%	995
2022 Q2	–	Sell	-48	Closed	-$1K	–	1021
2022 Q1	$1K	Hold	48	–	–	﹤0.01%	896
2021 Q4	$1K	Hold	48	–	–	﹤0.01%	835
2021 Q3	$1K	Buy	+48	New	+$756	﹤0.01%	818

Other funds holding IBKR

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return