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U.S. Capital Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

U.S. Capital 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
2026
Q1 		$351K Buy
5,229
+48
+0.9% +$3.43K 0.01% 772
2025
Q4 		$333K Buy
5,181
+170
+3% +$11.4K 0.01% 770
2025
Q3 		$345K Buy
+5,011
New +$315K 0.01% 732

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

U.S. Capital Wealth Advisors's IBKR Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Interactive Brokers (IBKR) stake by 0.93% in Q1 2026, buying an estimated $3.43K and bringing the position to 5,229 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #772.

U.S. Capital Wealth Advisors first reported a position in IBKR in Q3 2025 and has held it in 3 quarters since. 996 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • U.S. Capital Wealth Advisors held 5,229 shares of Interactive Brokers worth $351K as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 48 Interactive Brokers shares in Q1 2026, an estimated $3.43K.
  • Interactive Brokers made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #772 holding.
  • U.S. Capital Wealth Advisors first reported a position in Interactive Brokers in Q3 2025 and has held it in 3 quarters since.
  • 996 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.