PFS
PICK icon

Prospera Financial Services’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Prospera Financial Services’s Portfolio PICK Stock Details PICK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$208K Buy
+3,579
New +$224K ﹤0.01% 1386
2025
Q2 		– Sell
-6,694
Closed -$240K – 1343
2025
Q1 		$240K Sell
6,694
-66
-1% -$2.41K 0.01% 1065
2024
Q4 		$236K Sell
6,760
-1,230
-15% -$48.8K 0.01% 1016
2024
Q3 		$345K Sell
7,990
-1,500
-16% -$59.1K 0.01% 867
2024
Q2 		$387K Sell
9,490
-1,102
-10% -$47.3K 0.01% 811
2024
Q1 		$442K Sell
10,592
-11,997
-53% -$484K 0.01% 744
2023
Q4 		$973K Buy
22,589
+1,853
+9% +$73.7K 0.03% 476
2023
Q3 		$824K Buy
20,736
+13,556
+189% +$552K 0.03% 468
2023
Q2 		$290K Buy
+7,180
New +$293K 0.01% 811
2022
Q3 		– Sell
-1,208
Closed -$43K – 1382
2022
Q2 		$43K Buy
1,208
+352
+41% +$15.7K ﹤0.01% 1062
2022
Q1 		$44K Buy
+856
New +$39.9K ﹤0.01% 1429
2020
Q4 		– Sell
-1,700
Closed -$46K – 1314
2020
Q3 		$46K Buy
+1,700
New +$46.2K 0.02% 652

Other funds holding PICK

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $208M AUM
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return