Prospera Financial Services Inc Purchases in Q2 2025

Prospera Financial Services Inc

  • $5.11 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGNC
Agnc Investment Corp.

Real Estate
18.2K
+ 51.01%
$8.12 - $9.49 $148K - $173K
53.9K $495K
CLSK
Cleanspark, Inc.

Technology
13.8K
New
$6.74 - $11.03 $93.2K - $153K
13.8K $152K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
6.87K
+ 5.12%
$18.28 - $18.7 $126K - $128K
141K $2.64M
U
Unity Software Inc.

Technology
3.37K
+ 22.23%
$16.75 - $26.24 $56.4K - $88.3K
18.5K $447K
VVR
Invesco Senior Income Trust

Financial Services
39.4K
+ 115.8%
$3.31 - $3.8 $130K - $150K
73.4K $278K
CVS
Cvs Health Corp

Healthcare
1.73K
+ 7.85%
$60.04 - $70.18 $104K - $121K
23.7K $1.64M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.01K
+ 5.38%
$19.49 - $19.66 $137K - $138K
137K $2.7M
ACGL
Arch Capital Group Ltd.

Financial Services
1.77K
+ 53.98%
$84.99 - $96.82 $150K - $171K
5.04K $459K
MAIN
Main Street Capital Corp

Financial Services
269
+ 0.54%
$49.15 - $59.32 $13.2K - $16K
49.7K $2.94M
AHCO
Adapt Health Corp.

Healthcare
18.6K
+ 75.24%
$7.33 - $10.82 $136K - $201K
43.3K $408K
VOX
Vanguard Communication Service

ETFs
89
+ 1.59%
$133.12 - $171.03 $11.8K - $15.2K
5.67K $969K
STLD
Steel Dynamics Inc

Basic Materials
1.43K
+ 53.55%
N/A
4.11K $402K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
38
+ 0.07%
$25.92 - $33.03 $985 - $1.26K
51.9K $1.71M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
953
+ 0.63%
$96.84 - $99.46 $92.3K - $94.8K
152K $15.1M
SOUN
Soundhound Ai, Inc.

Technology
5.7K
+ 20.76%
$7.18 - $11.76 $40.9K - $67K
33.2K $355K
DOV
Dover Corp

Industrials
660
+ 39.98%
$151.14 - $186.7 $99.8K - $123K
2.31K $423K
SHEL
Shell PLC

Energy
7.68K
+ 5.37%
$59.75 - $73.05 $459K - $561K
151K $10.6M
ROP
Roper Technologies Inc

Industrials
285
+ 21.56%
$519.19 - $590.78 $148K - $168K
1.61K $910K
UTG
Reaves Utility Income Fund

Financial Services
1.8K
+ 10.14%
$29.08 - $36.18 $52.2K - $64.9K
19.5K $705K
WEC
Wec Energy Group, Inc.

Utilities
1.46K
+ 30.45%
$102.24 - $109.76 $150K - $161K
6.27K $653K
FLMI
Franklin Dynamic Municipal Bon

ETFs
5.45K
+ 43.86%
$23.57 - $24.6 $129K - $134K
17.9K $433K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
2.48K
+ 45.32%
$37.51 - $45.52 $92.9K - $113K
7.94K $359K
CME
Cme Group Inc.

Financial Services
420
+ 34.68%
$252.37 - $290.71 $106K - $122K
1.63K $449K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.05K
+ 6.83%
$52.31 - $63.72 $55K - $67K
16.4K $1.05M
FTGC
First Trust Global Tactical CO

ETFs
14.5K
+ 5.3%
$23.09 - $25.91 $335K - $376K
288K $7.11M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.5K
+ 7.72%
$22.54 - $23.17 $124K - $127K
76.7K $1.76M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
12.2K
+ 37.68%
$11.19 - $11.84 $136K - $144K
44.5K $505K
HEFA
Ishares Currency Hedged Msci E

ETFs
2.53K
+ 15.55%
$32.11 - $38.21 $81.2K - $96.6K
18.8K $713K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.57K
+ 1.79%
$45.2 - $46.6 $116K - $120K
146K $6.78M
SHV
Ishares Tr

ETFs
1.1K
+ 8.26%
$110.06 - $110.46 $121K - $122K
14.5K $1.6M
IDN
Intellicheck, Inc.

Technology
22.3K
New
$2.27 - $6.07 $50.6K - $135K
22.3K $120K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
3.08K
+ 2.41%
$20.93 - $22.05 $64.5K - $68K
131K $2.88M
AMCR
Amcor PLC

Consumer Cyclical
13K
New
$8.57 - $9.81 $111K - $128K
13K $119K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
4.12K
+ 2.61%
$22.66 - $23.41 $93.4K - $96.4K
162K $3.78M
CXDO
Crexendo, Inc.

Communication Services
19.4K
New
$4.12 - $6.07 $79.9K - $118K
19.4K $117K
NUAG
Nuveen Enhanced Yield U.S. Agg

ETFs
5.36K
+ 8.13%
$20.5 - $21.03 $110K - $113K
71.3K $1.5M
OGE
Oge Energy Corp.

Utilities
2.82K
+ 56.56%
$42.23 - $46.38 $119K - $131K
7.8K $346K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
14.9K
New
$6.47 - $8.05 $96.6K - $120K
14.9K $115K
FXU
First Tr Exchange Traded Fd Ut

ETFs
2.37K
+ 21.28%
$37.86 - $43.29 $89.6K - $102K
13.5K $571K
CATH
Global X Fds Global X S&P 500

ETFs
380
+ 3.52%
$59.85 - $75.45 $22.7K - $28.7K
11.2K $843K
BWA
Borgwarner Inc

Consumer Cyclical
1.42K
+ 10.21%
$24.84 - $33.92 $35.2K - $48.1K
15.3K $512K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
12.8K
+ 81.7%
$9.4 - $10.12 $120K - $129K
28.4K $269K
JOBY
Joby Aviation, Inc.

Industrials
3.06K
+ 16.87%
$5.33 - $10.55 $16.3K - $32.3K
21.2K $223K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.15K
+ 8.25%
$99.1 - $99.49 $114K - $115K
15.1K $1.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.37K
+ 17.14%
$45.9 - $47.2 $109K - $112K
16.2K $763K
PRU
Prudential Financial Inc

Financial Services
1.38K
+ 15.15%
$95.12 - $112.71 $131K - $155K
10.5K $1.13M
PBYI
Puma Biotechnology, Inc.

Healthcare
6.99K
+ 3.79%
$2.74 - $3.72 $19.1K - $26K
191K $655K
BSJR
Invesco Indx Tr

ETFs
2.93K
+ 2.14%
$21.81 - $22.71 $63.9K - $66.6K
140K $3.18M
BK
Bank Of New York Mellon Corp

Financial Services
736
+ 12.54%
$73.31 - $91.62 $54K - $67.4K
6.6K $601K
Activity Summary
Buys All Purchases 874 New Holdings 190 Increased Positions 684 Sells All Sells 389 Reductions 389 Sold out 0 Options Calls 0 Puts 0
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