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
UBS
Ubs Group Ag

Financial Services
310
+ 1.71%
$26.12 - $33.82 $8.1K - $10.5K
18.4K $623K
SBR
Sabine Royalty Trust

Energy
1.46K
+ 4.94%
$60.25 - $68.76 $88.1K - $101K
31.1K $2.07M
KEYS
Keysight Technologies, Inc.

Technology
278
+ 18.01%
$127.02 - $165.4 $35.3K - $46K
1.82K $298K
FHN
First Horizon Corp

Financial Services
930
+ 3.52%
$16.21 - $21.2 $15.1K - $19.7K
27.4K $579K
FSIG
First Tr ETF Iv LTD Duration I
3.03K
+ 6.83%
$18.77 - $19.14 $56.9K - $58K
47.4K $906K
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
9.48K
+ 6.59%
N/A
153K $1.05M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
195
+ 6.81%
$108.06 - $135.3 $21.1K - $26.4K
3.06K $413K
BKR
Baker Hughes CO

Energy
3.19K
+ 30.6%
$35.0 - $44.92 $112K - $143K
13.6K $521K
HBI
Hanesbrands Inc.

Consumer Cyclical
14K
New
$4.32 - $5.95 $60.6K - $83.5K
14K $64K
RFCI
Alps ETF Tr Riverfront Dynamic

ETFs
2.12K
+ 1.12%
$22.04 - $22.62 $46.8K - $48K
191K $4.32M
EOSE
Eos Energy Enterprises, Inc.

Industrials
12.3K
New
$3.3 - $7.11 $40.6K - $87.5K
12.3K $63K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.03K
+ 2.65%
$47.89 - $48.65 $49.3K - $50.1K
39.9K $1.94M
PRTA
Prothena Corp Public LTD CO

Healthcare
10K
New
$4.58 - $12.14 $45.8K - $121K
10K $60K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
17.7K
New
N/A
17.7K $59K
HL
Hecla Mining CO

Basic Materials
899
+ 0.75%
$4.54 - $6.45 $4.08K - $5.8K
121K $727K
IDEV
Ishares Core Msci Intl Develop

ETFs
292
+ 6.03%
$61.79 - $76.67 $18K - $22.4K
5.13K $390K
IWV
Ishares Russell 3000 ETF

ETFs
24
+ 1.67%
$281.67 - $351.0 $6.76K - $8.42K
1.46K $513K
PSET
Principal Exchange Traded Fund

ETFs
200
+ 3.63%
$58.64 - $73.6 $11.7K - $14.7K
5.71K $419K
G
Genpact LTD

Technology
2.02K
+ 37.45%
$40.65 - $50.56 $82.1K - $102K
7.41K $326K
LGOV
First Tr ETF Iv Long Duration

ETFs
3.01K
+ 2.56%
$20.73 - $21.92 $62.4K - $66K
121K $2.58M
RS
Reliance Steel & Aluminum CO

Basic Materials
97
+ 9.65%
$262.08 - $316.81 $25.4K - $30.7K
1.1K $345K
HYLS
First Tr Tactical High Yield L

ETFs
248
+ 0.43%
$39.8 - $41.84 $9.87K - $10.4K
57.8K $2.42M
MTBC
Care Cloud, Inc.

Healthcare
18.3K
+ 31.82%
N/A
76K $230K
JHMM
John Hancock Multifactor Mid C

ETFs
660
+ 17.45%
$50.32 - $61.13 $33.2K - $40.3K
4.44K $271K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.22K
+ 10.11%
$17.76 - $22.1 $21.7K - $27K
13.3K $294K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
268
+ 2.11%
$39.93 - $46.67 $10.7K - $12.5K
12.9K $604K
EVRG
Evergy, Inc.

Utilities
794
+ 2.29%
$64.06 - $69.64 $50.9K - $55.3K
35.5K $2.45M
AEM
Agnico Eagle Mines LTD

Basic Materials
170
+ 5.28%
$99.48 - $124.46 $16.9K - $21.2K
3.39K $403K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
100
+ 0.6%
$23.44 - $28.85 $2.34K - $2.89K
16.8K $485K
BDX
Becton Dickinson & CO

Healthcare
1.7K
+ 40.1%
$165.15 - $226.42 $281K - $385K
5.94K $1.02M
ACHR
Archer Aviation Inc.

Industrials
1K
+ 9.3%
$6.2 - $13.3 $6.2K - $13.3K
11.8K $127K
GRAB
Grab Holdings LTD

Technology
10K
New
$3.48 - $5.25 $34.8K - $52.5K
10K $50K
GSL
Global Ship Lease, Inc.

Industrials
477
+ 4.52%
$18.25 - $26.77 $8.71K - $12.8K
11K $290K
DT
Dynatrace, Inc.

Technology
195
+ 4.06%
$41.21 - $55.9 $8.04K - $10.9K
5K $276K
DNOW
Now Inc.

Energy
6.02K
+ 33.86%
$14.18 - $17.31 $85.3K - $104K
23.8K $352K
CROX
Crocs, Inc.

Consumer Cyclical
791
+ 11.8%
$88.67 - $120.26 $70.1K - $95.1K
7.5K $759K
SUB
Ishares Short Term National Mu

ETFs
130
+ 0.29%
$104.77 - $106.34 $13.6K - $13.8K
45.2K $4.8M
VNQ
Vanguard Specialized Funds Van

ETFs
785
+ 4.91%
$79.79 - $91.42 $62.6K - $71.8K
16.8K $1.49M
HWC
Hancock Whitney Corp

Financial Services
118
+ 1.47%
$46.05 - $58.03 $5.43K - $6.85K
8.13K $466K
RJF
Raymond James Financial Inc

Financial Services
19
+ 0.65%
$123.65 - $153.88 $2.35K - $2.92K
2.93K $448K
SQ
Block, Inc.

Technology
789
+ 5.85%
N/A
14.3K $817K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
456
+ 3.75%
$100.04 - $100.54 $45.6K - $45.8K
12.6K $1.27M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
336
+ 0.51%
$38.18 - $45.52 $12.8K - $15.3K
66.2K $2.89M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
8
+ 0.17%
$42.19 - $56.47 $338 - $452
4.67K $263K
SONY
Sony Group Corp

Technology
956
+ 3.41%
$21.24 - $26.88 $20.3K - $25.7K
29K $753K
NJR
New Jersey Resources Corp

Utilities
2.34K
+ 16.04%
$44.23 - $49.97 $103K - $117K
16.9K $757K
ES
Eversource Energy

Utilities
589
+ 15.45%
$54.25 - $65.89 $32K - $38.8K
4.4K $279K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
1.33K
+ 3.3%
$16.43 - $18.82 $21.8K - $25K
41.6K $782K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
226
+ 5.25%
$60.21 - $75.37 $13.6K - $17K
4.53K $333K
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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