PFS
GARP

Prospera Financial Services’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Prospera Financial Services’s Portfolio GARP Stock Details GARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.95M Buy
23,661
+11,015
+87% +$837K 0.03% 529
2026
Q1 		$809K Buy
12,646
+8,519
+206% +$578K 0.01% 806
2025
Q4 		$281K Buy
+4,127
New +$278K ﹤0.01% 1176

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

Prospera Financial Services's GARP Position: Q2 2026 in Review

Prospera Financial Services increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 87% in Q2 2026, buying an estimated $837K and bringing the position to 23,661 shares worth $1.95M. The position accounts for 0.03% of the portfolio, ranked #529.

Prospera Financial Services first reported a position in GARP in Q4 2025 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • Prospera Financial Services held 23,661 shares of iShares MSCI USA Quality GARP ETF worth $1.95M as of Q2 2026.
  • Prospera Financial Services bought 11,015 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $837K.
  • iShares MSCI USA Quality GARP ETF made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #529 holding.
  • Prospera Financial Services first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2025 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.