Prospera Financial Services’s Ionis Pharmaceuticals IONS Stock Holding History

Prospera Financial Services’s Portfolio IONS Stock Details IONS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$333K	Sell	4,194 -147	-3%	-$11.1K	﹤0.01%	1201
2026 Q1	$326K	Sell	4,341 -418	-9%	-$33K	0.01%	1180
2025 Q4	$376K	Buy	4,759 +178	+4%	+$13.4K	0.01%	1048
2025 Q3	$300K	Buy	+4,581	New	+$224K	0.01%	1138
2024 Q3	–	Sell	-4,451	Closed	-$212K	–	1160
2024 Q2	$212K	Sell	4,451 -166	-4%	-$6.81K	0.01%	1053
2024 Q1	$200K	Sell	4,617 -81	-2%	-$3.86K	0.01%	1043
2023 Q4	$238K	Sell	4,698 -55	-1%	-$2.63K	0.01%	933
2023 Q3	$216K	Buy	+4,753	New	+$196K	0.01%	927
2022 Q4	–	Sell	-5,095	Closed	-$226K	–	929
2022 Q3	$226K	Sell	5,095 -26,189	-84%	-$1.1M	0.01%	741
2022 Q2	$1.16M	Buy	31,284 +26,644	+574%	+$1M	0.06%	336
2022 Q1	$172K	Buy	+4,640	New	+$152K	0.01%	927
2020 Q4	–	Sell	-177	Closed	-$8K	–	1102
2020 Q3	$8K	Sell	177 -4,924	-97%	-$274K	﹤0.01%	1169
2020 Q2	$301K	Sell	5,101 -2,749	-35%	-$153K	0.03%	440
2020 Q1	$371K	Sell	7,850 -1,244	-14%	-$69.3K	0.04%	366
2019 Q4	$549K	Buy	9,094 +1,134	+14%	+$67.6K	0.04%	365
2019 Q3	$477K	Buy	+7,960	New	+$519K	0.05%	318

Other funds holding IONS

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management

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

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return