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Stratos Wealth Partners’s Interactive Brokers IBKR Stock Holding History

Stratos Wealth Partners’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
2026
Q2 		$340K Buy
+3,904
New +$325K ﹤0.01% 1336
2025
Q4 		– Sell
-2,969
Closed -$204K – 1622
2025
Q3 		$204K Buy
+2,969
New +$187K ﹤0.01% 1460

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Stratos Wealth Partners's IBKR Position: Q2 2026 in Review

Stratos Wealth Partners opened a new position in Interactive Brokers (IBKR) in Q2 2026: 3,904 shares worth $340K. The stake represents ﹤0.01% of the portfolio and ranks #1336 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in IBKR as recently as Q3 2025.

Stratos Wealth Partners first reported a position in IBKR in Q3 2025 and has held it in 2 quarters since. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Stratos Wealth Partners held 3,904 shares of Interactive Brokers worth $340K as of Q2 2026.
  • Interactive Brokers was a new Stratos Wealth Partners position in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1336 holding.
  • Stratos Wealth Partners first reported a position in Interactive Brokers in Q3 2025 and has held it in 2 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.