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Prospera Financial Services’s Interactive Brokers IBKR Stock Holding History

Prospera Financial Services’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 		$363K Buy
4,167
+44
+1% +$3.66K 0.01% 1171
2026
Q1 		$277K Buy
4,123
+460
+13% +$32.8K ﹤0.01% 1232
2025
Q4 		$236K Buy
3,663
+98
+3% +$6.56K ﹤0.01% 1235
2025
Q3 		$245K Sell
3,565
-185
-5% -$11.6K ﹤0.01% 1219
2025
Q2 		$208K Buy
+3,750
New +$178K ﹤0.01% 1244
2022
Q3 		– Sell
-8,384
Closed -$116K – 1186
2022
Q2 		$116K Sell
8,384
-1,136
-12% -$16.9K 0.01% 864
2022
Q1 		$157K Buy
+9,520
New +$164K 0.01% 955

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

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

Prospera Financial Services increased its Interactive Brokers (IBKR) stake by 1.1% in Q2 2026, buying an estimated $3.66K and bringing the position to 4,167 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #1171.

Prospera Financial Services first reported a position in IBKR in Q1 2022 and has held it in 7 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Prospera Financial Services held 4,167 shares of Interactive Brokers worth $363K as of Q2 2026.
  • Prospera Financial Services bought 44 Interactive Brokers shares in Q2 2026, an estimated $3.66K.
  • Interactive Brokers made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1171 holding.
  • Prospera Financial Services first reported a position in Interactive Brokers in Q1 2022 and has held it in 7 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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