Prospera Financial Services’s Toyota TM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,660	Closed	-$754K	–	1538
2026 Q1	$754K	Buy	3,660 +53	+1%	+$12K	0.01%	837
2025 Q4	$772K	Sell	3,607 -4	-0.1%	-$811	0.01%	777
2025 Q3	$690K	Sell	3,611 -33	-0.9%	-$6.22K	0.01%	825
2025 Q2	$628K	Sell	3,644 -184	-5%	-$33.3K	0.01%	826
2025 Q1	$676K	Sell	3,828 -51	-1%	-$9.49K	0.02%	678
2024 Q4	$755K	Sell	3,879 -45	-1%	-$7.92K	0.02%	626
2024 Q3	$701K	Sell	3,924 -136	-3%	-$25.4K	0.02%	617
2024 Q2	$832K	Sell	4,060 -34	-0.8%	-$7.52K	0.02%	555
2024 Q1	$1.03M	Buy	4,094 +243	+6%	+$53.8K	0.03%	488
2023 Q4	$706K	Sell	3,851 -257	-6%	-$46.9K	0.02%	556
2023 Q3	$738K	Sell	4,108 -276	-6%	-$47.1K	0.03%	504
2023 Q2	$705K	Buy	+4,384	New	+$631K	0.03%	511
2022 Q2	–	Sell	-459	Closed	-$83K	–	2525
2022 Q1	$83K	Buy	+459	New	+$85.8K	﹤0.01%	1177
2020 Q4	–	Sell	-11	Closed	-$2K	–	1491
2020 Q3	$2K	Buy	+11	New	+$1.43K	﹤0.01%	1493
2018 Q2	–	Sell	-2,340	Closed	-$305K	–	474
2018 Q1	$305K	Buy	+2,340	New	+$314K	0.04%	336

Other funds holding TM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return