Prospera Financial Services
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Prospera Financial Services’s Quad QUAD Stock Holding History

Prospera Financial Services’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-10,813
Closed -$91.1K – 1605
2026
Q2 		$91.1K Buy
+10,813
New +$81.3K ﹤0.01% 1441

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Ritholtz Wealth Management
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
STRS Ohio
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Russell Investments Group
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Crescent Grove Advisors
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Prospera Financial Services's QUAD Position: Q3 2026 in Review

Prospera Financial Services sold out of Quad (QUAD) in Q3 2026, closing a stake of 10,813 shares — an estimated $91.1K sold.

Prospera Financial Services first reported a position in QUAD in Q2 2026 and held it in 1 quarter. The position peaked at $91.1K in Q2 2026. 49 funds tracked by Wall St. Rank hold QUAD as of Q3 2026.

  • Prospera Financial Services reported no remaining Quad position as of Q3 2026 after selling out during the quarter.
  • Prospera Financial Services sold 10,813 Quad shares in Q3 2026, an estimated $91.1K.
  • Prospera Financial Services first reported a position in Quad in Q2 2026 and held it in 1 quarter.
  • Prospera Financial Services's Quad position peaked at $91.1K in Q2 2026.
  • 49 funds tracked by Wall St. Rank held Quad as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.