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SOA Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

SOA Wealth Advisors’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-200
Closed -$13.8K – 885
2025
Q3 		$13.8K Buy
+200
New +$12.6K ﹤0.01% 569

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SOA Wealth Advisors's IBKR Position: Q4 2025 in Review

SOA Wealth Advisors sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 200 shares — an estimated $13.8K sold.

SOA Wealth Advisors first reported a position in IBKR in Q3 2025 and held it in 1 quarter. The position peaked at $13.8K in Q3 2025. 979 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • SOA Wealth Advisors reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 200 Interactive Brokers shares in Q4 2025, an estimated $13.8K.
  • SOA Wealth Advisors first reported a position in Interactive Brokers in Q3 2025 and held it in 1 quarter.
  • SOA Wealth Advisors's Interactive Brokers position peaked at $13.8K in Q3 2025.
  • 979 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.