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
VPU
Vanguard Utilities ETF

ETFs
94
+ 2.21%
$158.36 - $178.82 $14.9K - $16.8K
4.36K $768K
UEC
Uranium Energy Corp

Energy
2.7K
+ 24.57%
$4.0 - $7.05 $10.8K - $19K
13.7K $93K
FNF
Fidelity National Financial, Inc.

Financial Services
1.37K
+ 33.86%
$53.62 - $66.59 $73.4K - $91.2K
5.41K $303K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
4.56K
+ 9.7%
$7.05 - $8.02 $32.1K - $36.6K
51.5K $413K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
883
+ 5.15%
$50.46 - $58.08 $44.6K - $51.3K
18K $1.04M
MBB
Ishares Tr

ETFs
407
+ 5.54%
$91.41 - $94.22 $37.2K - $38.3K
7.75K $727K
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.14K
+ 3.3%
$7.69 - $11.46 $8.74K - $13K
35.6K $407K
CTRE
Care Trust Reit, Inc.

Real Estate
1
+ 0.01%
$26.65 - $30.69 $26.7 - $30.7
18.7K $572K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
134
+ 4.46%
$93.75 - $114.45 $12.6K - $15.3K
3.14K $359K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.42K
+ 0.83%
$22.87 - $23.14 $32.4K - $32.8K
173K $3.99M
PDI
Pimco Dynamic Income Fund

Financial Services
3.39K
+ 9.78%
$17.02 - $19.87 $57.7K - $67.3K
38K $721K
VMC
Vulcan Materials CO

Basic Materials
13
+ 1.18%
$226.49 - $276.01 $2.94K - $3.59K
1.11K $290K
SFL
Sfl Corp Ltd.

Industrials
3.63K
+ 10.76%
$7.1 - $8.92 $25.8K - $32.4K
37.3K $310K
QDF
Flexshares Quality Dividend In

ETFs
43
+ 0.67%
$59.99 - $73.18 $2.58K - $3.15K
6.43K $470K
UBSI
United Bankshares Inc

Financial Services
7
+ 0.04%
$31.5 - $37.32 $221 - $261
19.3K $703K
SCCO
Southern Copper Corp

Basic Materials
63
+ 1.86%
$75.63 - $104.64 $4.76K - $6.59K
3.45K $349K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
159
+ 5.03%
$72.61 - $88.75 $11.5K - $14.1K
3.32K $294K
ED
Consolidated Edison Inc

Utilities
1.08K
+ 14.41%
$98.05 - $113.3 $106K - $123K
8.59K $862K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
456
+ 3.73%
$41.9 - $50.31 $19.1K - $22.9K
12.7K $610K
WPC
W. P. Carey Inc.

Real Estate
511
+ 12.48%
$56.12 - $64.53 $28.7K - $33K
4.61K $287K
VGIT
Vanguard Intermediate Term Tre

ETFs
317
+ 1.61%
$58.63 - $59.9 $18.6K - $19K
20K $1.2M
CHY
Calamos Convertible & High Income Fund

Financial Services
20
+ 0.07%
$9.18 - $10.99 $184 - $220
28.4K $312K
AAL
American Airlines Group Inc.

Industrials
2.11K
+ 18.19%
N/A
13.7K $151K
MPLX
Mplx LP

Energy
1.63K
+ 5.46%
$46.68 - $53.89 $76.3K - $88.1K
31.6K $1.63M
HMC
Honda Motor CO LTD

Consumer Cyclical
19
+ 0.14%
$25.0 - $30.93 $475 - $588
13.3K $383K
LQD
Ishares Iboxx $ Investment Gra

ETFs
77
+ 0.5%
$105.23 - $109.61 $8.1K - $8.44K
15.4K $1.69M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
53
+ 0.69%
$54.27 - $63.01 $2.88K - $3.34K
7.78K $487K
VDC
Vanguard Consumer Staples ETF

ETFs
97
+ 2.57%
$204.89 - $224.73 $19.9K - $21.8K
3.87K $847K
STWD
Starwood Property Trust, Inc.

Real Estate
837
+ 4.45%
$17.28 - $20.41 $14.5K - $17.1K
19.7K $394K
PEG
Public Service Enterprise Group Inc

Utilities
50
+ 0.58%
$77.13 - $84.18 $3.86K - $4.21K
8.67K $730K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.05K
+ 5.45%
$10.78 - $11.28 $22.1K - $23.2K
39.7K $442K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
3.01K
+ 8.92%
$12.21 - $13.9 $36.7K - $41.8K
36.7K $478K
GNR
Spdr S&P Global Natural Resour

ETFs
215
+ 3.48%
$45.66 - $55.03 $9.82K - $11.8K
6.39K $346K
NAT
Nordic American Tankers LTD

Industrials
4.34K
+ 21.36%
N/A
24.7K $98K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
60.2K
+ 1494.46%
$87.84 - $1441.89 $5.28M - $86.7M
64.2K $5.78M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
803
+ 6.42%
$23.03 - $23.59 $18.5K - $18.9K
13.3K $313K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
837
+ 2.11%
$19.58 - $19.93 $16.4K - $16.7K
40.5K $806K
FNB
Fnb Corp

Financial Services
5
+ 0.03%
$11.48 - $14.58 $57.4 - $72.9
15.6K $226K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
381
+ 2.08%
$11.53 - $13.87 $4.39K - $5.28K
18.7K $259K
KOPN
Kopin Corp

Technology
11K
New
$0.74 - $1.67 $8.11K - $18.3K
11K $16K
BTG
B2 Gold Corp

Basic Materials
1.96K
+ 16.97%
$2.64 - $3.77 $5.17K - $7.39K
13.5K $48K
FNDA
Schwab Fundamental U S Small C

ETFs
17
+ 0.14%
$23.85 - $28.69 $405 - $488
12.3K $352K
EQIX
Equinix Inc

Real Estate
180
+ 2.79%
$740.07 - $914.43 $133K - $165K
6.63K $5.28M
HOG
Harley Davidson, Inc.

Consumer Cyclical
1.55K
+ 11.78%
$20.82 - $25.94 $32.3K - $40.3K
14.7K $347K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
1.27K
+ 7.28%
$10.72 - $12.16 $13.6K - $15.5K
18.7K $227K
EMB
Ishares Tr

ETFs
20
+ 0.35%
$86.54 - $92.62 $1.73K - $1.85K
5.69K $527K
MNA
Iq Merger Arbitrage ETF

ETFs
189
+ 2.94%
$33.65 - $35.27 $6.36K - $6.67K
6.62K $233K
PLUG
Plug Power Inc

Industrials
5.83K
+ 21.05%
$0.7 - $1.49 $4.08K - $8.68K
33.5K $49K
USFR
Wisdomtree Floating Rate Treas

ETFs
223
+ 3.09%
$50.28 - $50.47 $11.2K - $11.3K
7.45K $374K
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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