Lake Hills Wealth Management’s Interactive Brokers IBKR Stock Holding History

Lake Hills Wealth Management’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	$856K	Buy	+9,832	New	+$818K	0.39%	42

Other funds holding IBKR

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

CAM

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

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

Lake Hills Wealth Management's IBKR Position: Q2 2026 in Review

Lake Hills Wealth Management opened a new position in Interactive Brokers (IBKR) in Q2 2026: 9,832 shares worth $856K. The stake represents 0.39% of the portfolio and ranks #42 among its holdings.

354 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Lake Hills Wealth Management held 9,832 shares of Interactive Brokers worth $856K as of Q2 2026.
Interactive Brokers was a new Lake Hills Wealth Management position in Q2 2026.
Interactive Brokers made up 0.39% of Lake Hills Wealth Management's portfolio in Q2 2026, its #42 holding.
354 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.