PFS
MITT

Prospera Financial Services’s TPG Mortgage Investment Trust MITT Stock Holding History

Prospera Financial Services’s Portfolio MITT Stock Details MITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$103K Buy
13,066
+392
+3% +$3.06K ﹤0.01% 1436
2026
Q1 		$92.6K Buy
12,674
+320
+3% +$2.65K ﹤0.01% 1390
2025
Q4 		$105K Buy
12,354
+354
+3% +$2.78K ﹤0.01% 1332
2025
Q3 		$86.9K Buy
+12,000
New +$91.1K ﹤0.01% 1330

Other funds holding MITT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

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

Prospera Financial Services increased its TPG Mortgage Investment Trust (MITT) stake by 3.1% in Q2 2026, buying an estimated $3.06K and bringing the position to 13,066 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Prospera Financial Services first reported a position in MITT in Q3 2025 and has held it in 4 quarters since. The position peaked at $105K in Q4 2025. 8 funds tracked by Wall St. Rank hold MITT as of Q2 2026.

  • Prospera Financial Services held 13,066 shares of TPG Mortgage Investment Trust worth $103K as of Q2 2026.
  • Prospera Financial Services bought 392 TPG Mortgage Investment Trust shares in Q2 2026, an estimated $3.06K.
  • TPG Mortgage Investment Trust made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1436 holding.
  • Prospera Financial Services first reported a position in TPG Mortgage Investment Trust in Q3 2025 and has held it in 4 quarters since.
  • Prospera Financial Services's TPG Mortgage Investment Trust position peaked at $105K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q2 2026.

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