Successful Portfolios’s Interactive Brokers IBKR Stock Holding History

Successful Portfolios’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 Q3	$1.77M	Sell	19,925 -14	-0.1%	-$1.28K	0.82%	30
2026 Q2	$1.89M	Sell	19,939 -263	-1%	-$21.9K	0.88%	30
2026 Q1	$1.32M	Sell	20,202 -98	-0.5%	-$7K	0.73%	36
2025 Q4	$1.43M	Buy	+20,300	New	+$1.36M	0.73%	36
2018 Q4	–	Sell	-17,452	Closed	-$241K	–	132
2018 Q3	$241K	Sell	17,452 -9,628	-36%	-$146K	0.26%	114
2018 Q2	$436K	Sell	27,080 -308	-1%	-$5.58K	0.51%	61
2018 Q1	$460K	Sell	27,388 -740	-3%	-$12.2K	0.56%	56
2017 Q4	$416K	Buy	+28,128	New	+$383K	0.52%	64

Other funds holding IBKR

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return

CCP

Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Successful Portfolios's IBKR Position: Q3 2026 in Review

Successful Portfolios reduced its Interactive Brokers (IBKR) stake by 0.07% in Q3 2026, selling an estimated $1.28K and leaving 19,925 shares worth $1.77M. The position accounts for 0.82% of the portfolio, ranked #30.

Successful Portfolios first reported a position in IBKR in Q4 2017 and has held it in 8 quarters since. The position peaked at $1.89M in Q2 2026. 36 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

Successful Portfolios held 19,925 shares of Interactive Brokers worth $1.77M as of Q3 2026.
Successful Portfolios sold 14 Interactive Brokers shares in Q3 2026, an estimated $1.28K.
Interactive Brokers made up 0.82% of Successful Portfolios's portfolio in Q3 2026, its #30 holding.
Successful Portfolios first reported a position in Interactive Brokers in Q4 2017 and has held it in 8 quarters since.
Successful Portfolios's Interactive Brokers position peaked at $1.89M in Q2 2026.
36 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.