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White Knight Strategic Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

White Knight Strategic 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
-2,996
Closed -$206K – 96
2025
Q3 		$206K Buy
+2,996
New +$188K 0.16% 88

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
Orbis Allan Gray
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

White Knight Strategic Wealth Advisors's IBKR Position: Q4 2025 in Review

White Knight Strategic Wealth Advisors sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 2,996 shares — an estimated $206K sold.

White Knight Strategic Wealth Advisors first reported a position in IBKR in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 980 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • White Knight Strategic Wealth Advisors reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • White Knight Strategic Wealth Advisors sold 2,996 Interactive Brokers shares in Q4 2025, an estimated $206K.
  • White Knight Strategic Wealth Advisors first reported a position in Interactive Brokers in Q3 2025 and held it in 1 quarter.
  • White Knight Strategic Wealth Advisors's Interactive Brokers position peaked at $206K in Q3 2025.
  • 980 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q4 2025, filed 20 Feb 2026.