PFG
ITWO

Prosperity Financial Group’s ProShares Russell 2000 High Income ETF ITWO Stock Holding History

Prosperity Financial Group’s Portfolio ITWO Stock Details ITWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$564K Sell
14,166
-230
-2% -$9.5K 0.21% 110
2025
Q4 		$572K Buy
+14,396
New +$573K 0.21% 110

Other funds holding ITWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $646M AUM

Prosperity Financial Group's ITWO Position: Q1 2026 in Review

Prosperity Financial Group reduced its ProShares Russell 2000 High Income ETF (ITWO) stake by 1.6% in Q1 2026, selling an estimated $9.5K and leaving 14,166 shares worth $564K. The position accounts for 0.21% of the portfolio, ranked #110.

Prosperity Financial Group first reported a position in ITWO in Q4 2025 and has held it in 2 quarters since. The position peaked at $572K in Q4 2025. 29 funds tracked by Wall St. Rank hold ITWO as of Q1 2026.

  • Prosperity Financial Group held 14,166 shares of ProShares Russell 2000 High Income ETF worth $564K as of Q1 2026.
  • Prosperity Financial Group sold 230 ProShares Russell 2000 High Income ETF shares in Q1 2026, an estimated $9.5K.
  • ProShares Russell 2000 High Income ETF made up 0.21% of Prosperity Financial Group's portfolio in Q1 2026, its #110 holding.
  • Prosperity Financial Group first reported a position in ProShares Russell 2000 High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Prosperity Financial Group's ProShares Russell 2000 High Income ETF position peaked at $572K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held ProShares Russell 2000 High Income ETF as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.