PFS
OAKM

Prospera Financial Services’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Prospera Financial Services’s Portfolio OAKM Stock Details OAKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8,500
Closed -$234K – 1549
2026
Q1 		$234K Hold
8,500
– – ﹤0.01% 1296
2025
Q4 		$241K Hold
8,500
– – ﹤0.01% 1221
2025
Q3 		$228K Hold
8,500
– – ﹤0.01% 1250
2025
Q2 		$218K Buy
+8,500
New +$205K ﹤0.01% 1230

Other funds holding OAKM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

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

Prospera Financial Services sold out of Oakmark U.S. Large Cap ETF (OAKM) in Q2 2026, closing a stake of 8,500 shares — an estimated $234K sold.

Prospera Financial Services first reported a position in OAKM in Q2 2025 and held it in 4 quarters. The position peaked at $241K in Q4 2025. 15 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • Prospera Financial Services reported no remaining Oakmark U.S. Large Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Prospera Financial Services sold 8,500 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $234K.
  • Prospera Financial Services first reported a position in Oakmark U.S. Large Cap ETF in Q2 2025 and held it in 4 quarters.
  • Prospera Financial Services's Oakmark U.S. Large Cap ETF position peaked at $241K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

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