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
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.41K
+ 3.27%
$71.86 - $82.66 $101K - $116K
44.4K $3.67M
DFIC
Dimensional ETF Tr Dimensional

ETFs
12K
New
$24.94 - $31.15 $300K - $375K
12K $374K
MARA
Marathon Digital Holdings, Inc.

Financial Services
16.3K
New
N/A
16.3K $368K
AES
Aes Corp

Utilities
34.9K
New
$9.63 - $12.55 $336K - $438K
34.9K $367K
SPG
Simon Property Group Inc

Real Estate
2.86K
+ 16.07%
$140.37 - $171.44 $401K - $490K
20.7K $3.32M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
2.95K
New
$110.55 - $126.65 $326K - $373K
2.95K $361K
TOST
Toast, Inc.

Technology
8.14K
New
$30.03 - $45.23 $245K - $368K
8.14K $360K
ROK
Rockwell Automation, Inc

Industrials
162
+ 3.98%
$218.97 - $332.17 $35.5K - $53.8K
4.23K $1.4M
FNDX
Schwab Fundamental U S Large C

ETFs
10.3K
+ 9.9%
$20.84 - $24.54 $214K - $253K
114K $2.8M
GPI
Group 1 Automotive Inc

Consumer Cyclical
794
New
$372.3 - $448.86 $296K - $356K
794 $346K
CTBI
Community Trust Bancorp Inc

Financial Services
6.54K
New
$45.64 - $53.22 $298K - $348K
6.54K $345K
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
29.3K
New
$8.21 - $12.77 $241K - $375K
29.3K $344K
FEP
First Trust Europe Alphadex Fu

ETFs
2.09K
+ 6.05%
$36.11 - $47.8 $75.5K - $99.9K
36.6K $1.75M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
22.1K
New
$11.9 - $15.57 $263K - $344K
22.1K $340K
FSK
Fs Kkr Capital Corp

Financial Services
16.6K
+ 54.79%
$17.95 - $21.5 $297K - $356K
46.8K $970K
MMM
3 M CO

Industrials
967
+ 2.85%
$126.09 - $154.15 $122K - $149K
34.9K $5.32M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
9.63K
+ 41.55%
$26.18 - $30.91 $252K - $298K
32.8K $987K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.11K
+ 73.75%
$187.5 - $246.51 $208K - $274K
2.62K $644K
SE
Sea LTD

Consumer Cyclical
2.01K
New
$105.57 - $170.4 $212K - $343K
2.01K $321K
TFLO
Ishares Treasury Floating Rate

ETFs
6.32K
+ 66.8%
$50.47 - $50.66 $319K - $320K
15.8K $799K
VTYX
Ventyx Biosciences, Inc.

Healthcare
149K
New
$0.84 - $2.65 $125K - $395K
149K $319K
GM
General Motors CO

Consumer Cyclical
5.02K
+ 16.04%
$42.48 - $50.46 $213K - $253K
36.3K $1.79M
LMB
Limbach Holdings, Inc.

Industrials
2.25K
New
$69.3 - $142.14 $156K - $320K
2.25K $315K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
28.8K
New
$9.86 - $10.92 $284K - $314K
28.8K $314K
T
At&T Inc.

Communication Services
3.33K
+ 1.02%
$26.33 - $28.94 $87.6K - $96.3K
329K $9.53M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
9.59K
New
$26.97 - $32.13 $259K - $308K
9.59K $308K
CDNS
Cadence Design Systems Inc

Technology
826
+ 85.6%
$231.64 - $323.08 $191K - $267K
1.79K $551K
FISV
Fiserv Inc

Technology
2.4K
+ 29.27%
N/A
10.6K $1.33M
CRSP
Crispr Therapeutics Ag

Healthcare
6.1K
New
$31.27 - $48.64 $191K - $297K
6.1K $296K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
4.98K
+ 37.22%
$42.85 - $50.11 $213K - $249K
18.3K $919K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
7.24K
New
N/A
7.24K $294K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
73
+ 0.95%
$468.22 - $566.51 $34.2K - $41.4K
7.72K $4.37M
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.6K
New
$40.94 - $52.1 $229K - $292K
5.6K $291K
NET
Cloudflare, Inc.

Technology
13
+ 0.38%
$97.08 - $195.83 $1.26K - $2.55K
3.47K $679K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
657
+ 1.78%
$65.84 - $80.81 $43.3K - $53.1K
37.6K $3.01M
PWB
Invesco Exchange Traded Fd Tr

ETFs
1.05K
+ 13.74%
$86.24 - $117.44 $90.9K - $124K
8.72K $1.02M
NEAR
Blackrock Short Maturity Bond

ETFs
5.5K
+ 31.47%
$50.41 - $51.17 $277K - $281K
23K $1.17M
CHTR
Charter Communications, Inc.

Communication Services
694
New
$321.68 - $427.25 $223K - $297K
694 $283K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8.6K
+ 46.61%
$22.92 - $28.05 $197K - $241K
27.1K $758K
JETS
ETF Ser Solutions U S Global J

ETFs
11.9K
New
$17.37 - $23.44 $207K - $280K
11.9K $274K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
5.76K
New
$46.46 - $47.44 $268K - $273K
5.76K $273K
AA
Alcoa Corp

Basic Materials
9.16K
New
$22.57 - $30.84 $207K - $282K
9.16K $270K
RFEM
First Trust Iii Riverfront Dyn

ETFs
856
+ 2.61%
$57.85 - $71.43 $49.5K - $61.1K
33.7K $2.41M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.35K
+ 11.45%
$141.87 - $164.49 $191K - $221K
13.1K $2.15M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
7.09K
+ 66.56%
$28.17 - $33.34 $200K - $236K
17.7K $587K
UDN
Invesco Db Us Dollar Index Bearish Fund

ETFs
13.1K
+ 118.02%
$17.53 - $18.91 $230K - $248K
24.2K $457K
FTSD
Franklin ETF Tr Liberty Short

ETFs
2.87K
New
$90.19 - $91.19 $259K - $262K
2.87K $261K
TFC
Truist Financial Corp

Financial Services
3.95K
+ 8.29%
$34.79 - $42.99 $137K - $170K
51.6K $2.22M
DOW
Dow Inc.

Basic Materials
18.4K
+ 67.7%
$25.81 - $34.89 $475K - $642K
45.6K $1.21M
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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