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
Listed Fds Tr
3.68K
New
N/A
3.68K $0
Arista Networks Inc
13.5K
+ 102.72%
N/A
26.6K $0
Lithium Amers Corp New
2K
+ 19.09%
N/A
12.5K $0
Amplify ETF Tr
432
+ 6.22%
N/A
7.38K $0
PIZ
Invesco Exchange Traded Fd Tr
1.44K
+ 3.22%
N/A
46K $0
Te Connectivity PLC
68
+ 2.45%
N/A
2.85K $0
T Rowe Price ETF Inc
2.18K
+ 0.65%
N/A
337K $0
Harris Oakmark ETF Trust
8.5K
New
N/A
8.5K $0
TFLR
T Rowe Price Exchange Traded F
5.7K
New
N/A
5.7K $0
American Healthcare Reit Inc
1.21K
+ 3.38%
N/A
36.9K $0
Tidal Tr Ii
17.4K
New
N/A
17.4K $0
Blackrock Inc
223
+ 2.22%
N/A
10.3K $0
Tidal Tr Ii
14K
New
N/A
14K $0
Blackrock ETF Trust Ii
15.4K
+ 43.43%
N/A
50.7K $0
HEIA
Heico Crp Cl A
1.59K
New
N/A
1.59K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
2.32K
+ 8.36%
N/A
30K $0
Tidal Tr Ii
38.6K
New
N/A
38.6K $0
Tidal Trust I
12.8K
New
N/A
12.8K $0
Tidal Tr Ii
44.5K
New
N/A
44.5K $0
Managed Portfolio Series
257K
New
N/A
257K $0
CLX
Clorox CO

Consumer Defensive
994
+ 21.95%
$118.01 - $148.69 $117K - $148K
5.52K $663K
DNP
Dnp Select Income Fund Inc

Financial Services
15
+ 0.05%
$8.89 - $9.88 $133 - $148
29.6K $289K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
2.34K
+ 1.86%
$10.78 - $11.57 $25.2K - $27.1K
128K $1.45M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
223
+ 1.02%
$47.42 - $51.67 $10.6K - $11.5K
22.1K $1.12M
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
193
+ 0.41%
$1.14 - $1.91 $220 - $369
47.6K $62K
FDUS
Fidus Investment Corp

Financial Services
5
+ 0.02%
$17.32 - $20.65 $86.6 - $103
20.2K $407K
AZO
Autozone Inc

Consumer Cyclical
7
+ 2.36%
$3478.38 - $3880.15 $24.3K - $27.2K
304 $1.13M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
12
+ 0.13%
$102.02 - $103.5 $1.22K - $1.24K
9.41K $968K
DOCU
Docusign, Inc.

Technology
124
+ 2.48%
$70.35 - $93.84 $8.72K - $11.6K
5.12K $398K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
319
+ 0.28%
$10.82 - $12.71 $3.45K - $4.05K
116K $1.44M
LUV
Southwest Airlines CO

Industrials
51
+ 0.45%
$24.04 - $34.36 $1.23K - $1.75K
11.5K $371K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
1.3K
+ 1.42%
$10.29 - $11.24 $13.4K - $14.6K
92.6K $1.01M
HAL
Halliburton CO

Energy
2.25K
+ 18.52%
$19.26 - $25.7 $43.4K - $57.9K
14.4K $293K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
11K
+ 6.64%
$11.76 - $13.64 $129K - $149K
176K $2.23M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
405
+ 2.83%
$44.37 - $50.04 $18K - $20.3K
14.7K $700K
RMI
River North Opportunistic Municipal Income Fund, Inc.

N/A
154
+ 0.46%
$13.91 - $15.0 $2.14K - $2.31K
33.7K $480K
SWBI
Smith & Wesson Brands, Inc.

Industrials
204
+ 0.6%
$8.48 - $10.88 $1.73K - $2.22K
34.1K $295K
UTHR
United Therapeutics Corp

Healthcare
5
+ 0.46%
$276.47 - $328.4 $1.38K - $1.64K
1.1K $316K
DEO
Diageo PLC

Consumer Defensive
479
+ 2.7%
$99.86 - $115.75 $47.8K - $55.4K
18.2K $1.84M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
734
+ 0.98%
$11.35 - $12.45 $8.33K - $9.14K
75.3K $898K
FMB
First Tr Exchange Traded Fd Ii

ETFs
216
+ 0.35%
$49.12 - $50.93 $10.6K - $11K
61.5K $3.06M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.3K
+ 13.84%
$99.37 - $134.05 $129K - $174K
10.7K $1.21M
CHD
Church & Dwight CO Inc

Consumer Defensive
421
+ 8.24%
$91.57 - $110.76 $38.6K - $46.6K
5.53K $531K
YUM
Yum Brands Inc

Consumer Cyclical
223
+ 3.2%
$138.36 - $161.45 $30.9K - $36K
7.2K $1.07M
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
2.02K
+ 1.03%
$13.63 - $14.4 $27.5K - $29.1K
198K $2.78M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1.52K
+ 5.25%
$11.11 - $14.46 $16.9K - $22K
30.5K $381K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
204
+ 3.38%
$41.37 - $53.28 $8.44K - $10.9K
6.24K $279K
ALB
Albemarle Corp

Basic Materials
125
+ 2.64%
$50.76 - $72.25 $6.35K - $9.03K
4.87K $304K
STZ
Constellation Brands, Inc.

Consumer Defensive
247
+ 6.25%
$160.0 - $195.62 $39.5K - $48.3K
4.2K $683K
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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