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Tower Wealth Partners’s Interactive Brokers IBKR Stock Holding History

Tower 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 		$214K Buy
+2,458
New +$205K 0.11% 91

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $2.74B AUM 36.19% 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

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

Tower Wealth Partners opened a new position in Interactive Brokers (IBKR) in Q2 2026: 2,458 shares worth $214K. The stake represents 0.11% of the portfolio and ranks #91 among its holdings.

1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Tower Wealth Partners held 2,458 shares of Interactive Brokers worth $214K as of Q2 2026.
  • Interactive Brokers was a new Tower Wealth Partners position in Q2 2026.
  • Interactive Brokers made up 0.11% of Tower Wealth Partners's portfolio in Q2 2026, its #91 holding.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.