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Prevail Innovative Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Prevail Innovative Wealth Advisors’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
2025
Q4 		– Sell
-70,197
Closed -$4.83M – 211
2025
Q3 		$4.83M Buy
+70,197
New +$4.42M 0.94% 28
2023
Q3 		– Sell
-106,024
Closed -$2.2M – 136
2023
Q2 		$2.2M Buy
+106,024
New +$2.09M 1.21% 26

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Prevail Innovative Wealth Advisors's IBKR Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 70,197 shares — an estimated $4.83M sold.

Prevail Innovative Wealth Advisors first reported a position in IBKR in Q2 2023 and held it in 2 quarters. The position peaked at $4.83M in Q3 2025. 976 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 70,197 Interactive Brokers shares in Q4 2025, an estimated $4.83M.
  • Prevail Innovative Wealth Advisors first reported a position in Interactive Brokers in Q2 2023 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Interactive Brokers position peaked at $4.83M in Q3 2025.
  • 976 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.