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HighPoint Advisor Group’s Interactive Brokers IBKR Stock Holding History

HighPoint Advisor Group’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 		$658K Sell
7,562
-276
-4% -$23K 0.02% 409
2026
Q1 		$526K Sell
7,838
-10,672
-58% -$762K 0.02% 411
2025
Q4 		$1.19M Buy
18,510
+4,784
+35% +$320K 0.03% 427
2025
Q3 		$944K Buy
13,726
+776
+6% +$48.8K 0.05% 271
2025
Q2 		$718K Sell
12,950
-990
-7% -$47K 0.04% 310
2025
Q1 		$599K Sell
13,940
-412
-3% -$20.4K 0.03% 321
2024
Q4 		$795K Buy
14,352
+3,212
+29% +$135K 0.04% 278
2024
Q3 		$428K Sell
11,140
-6,428
-37% -$199K 0.03% 387
2024
Q2 		$522K Buy
17,568
+480
+3% +$14.3K 0.03% 340
2024
Q1 		$514K Buy
17,088
+460
+3% +$11.5K 0.04% 341
2023
Q4 		$454K Buy
+16,628
New +$340K 0.03% 374
2016
Q1 		– Sell
-48,280
Closed -$400K – 233
2015
Q4 		$400K Buy
48,280
+26,096
+118% +$272K 0.26% 113
2015
Q3 		$219K Buy
+22,184
New +$228K 0.24% 123

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

HighPoint Advisor Group's IBKR Position: Q2 2026 in Review

HighPoint Advisor Group reduced its Interactive Brokers (IBKR) stake by 3.5% in Q2 2026, selling an estimated $23K and leaving 7,562 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #409.

HighPoint Advisor Group first reported a position in IBKR in Q3 2015 and has held it in 13 quarters since. The position peaked at $1.19M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • HighPoint Advisor Group held 7,562 shares of Interactive Brokers worth $658K as of Q2 2026.
  • HighPoint Advisor Group sold 276 Interactive Brokers shares in Q2 2026, an estimated $23K.
  • Interactive Brokers made up 0.02% of HighPoint Advisor Group's portfolio in Q2 2026, its #409 holding.
  • HighPoint Advisor Group first reported a position in Interactive Brokers in Q3 2015 and has held it in 13 quarters since.
  • HighPoint Advisor Group's Interactive Brokers position peaked at $1.19M in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.