Prospera Financial Services Inc Incresed Positions in Q1 2025

Prospera Financial Services Inc

  • $4.19 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
512
+ 51.56%
$210.19 - $243.33 $108K - $125K
1.51K $317K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
489
+ 12.51%
$96.27 - $116.36 $47.1K - $56.9K
4.4K $511K
SFL
Sfl Corp Ltd.

Industrials
14.5K
+ 75.83%
$8.11 - $11.12 $118K - $162K
33.7K $276K
AER
Aer Cap Holdings N.V.

Industrials
310
+ 4.29%
$94.11 - $105.78 $29.2K - $32.8K
7.54K $770K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
7.46K
+ 29.96%
$11.69 - $12.32 $87.2K - $91.9K
32.3K $380K
DOW
Dow Inc.

Basic Materials
5.49K
+ 25.3%
$34.36 - $41.92 $189K - $230K
27.2K $949K
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
2.05K
+ 12.45%
$36.16 - $40.42 $74.3K - $83K
18.5K $700K
OMC
Omnicom Group Inc.

Communication Services
1.26K
+ 13.92%
$79.43 - $88.34 $100K - $111K
10.3K $855K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
7.97K
+ 22.3%
$16.57 - $18.85 $132K - $150K
43.7K $726K
AADR
Advisorshares Dorsey Wright Ad

ETFs
573
+ 9.26%
$69.41 - $78.72 $39.8K - $45.1K
6.76K $503K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
16.7K
+ 9.72%
$51.45 - $58.51 $860K - $979K
189K $9.78M
ENFR
Alerian Energy Infrastructure

ETFs
1.91K
+ 28.43%
$30.27 - $34.12 $57.8K - $65.2K
8.63K $282K
BKR
Baker Hughes CO

Energy
1.04K
+ 11.07%
$41.16 - $48.85 $42.7K - $50.7K
10.4K $457K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
1.35K
+ 10.85%
$38.5 - $43.78 $52K - $59.1K
13.8K $566K
DINT
Davis Fundamental ETF Tr

ETFs
494
+ 1.04%
$20.94 - $24.54 $10.3K - $12.1K
48K $1.11M
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
10.4K
+ 7.8%
N/A
144K $985K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.33K
+ 9.47%
$32.42 - $36.13 $140K - $156K
50.1K $1.65M
BCS
Barclays PLC

Financial Services
2.04K
+ 10.86%
$12.69 - $16.25 $25.9K - $33.2K
20.8K $319K
IWX
Ishares Tr Russell 200 Value E

ETFs
530
+ 6.6%
$78.54 - $84.86 $41.6K - $45K
8.56K $703K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
3.59K
+ 7.58%
$18.54 - $18.88 $66.5K - $67.7K
50.9K $951K
TRP
Tc Energy Corp

Energy
1.34K
+ 22.8%
$44.29 - $49.27 $59.1K - $65.8K
7.19K $339K
VNQ
Vanguard Specialized Funds Van

ETFs
488
+ 3.15%
$85.55 - $94.34 $41.7K - $46K
16K $1.45M
IEZ
Ishares Tr

ETFs
4.5K
+ 6.51%
$18.42 - $22.2 $82.9K - $99.9K
73.7K $1.44M
IRM
Iron Mountain Inc

Real Estate
1.45K
+ 46.75%
$82.79 - $111.31 $120K - $161K
4.54K $390K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1.78K
+ 6.55%
$12.61 - $14.92 $22.5K - $26.6K
29K $415K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
460
+ 22.84%
$221.78 - $273.45 $102K - $126K
2.47K $562K
VB
Vanguard Small Cap ETF

ETFs
2.38K
+ 9.51%
$217.89 - $252.64 $517K - $600K
27.4K $6.07M
BK
Bank Of New York Mellon Corp

Financial Services
266
+ 4.75%
$75.42 - $88.95 $20.1K - $23.7K
5.87K $492K
CAH
Cardinal Health Inc

Healthcare
176
+ 9.09%
$118.02 - $137.77 $20.8K - $24.2K
2.11K $290K
PNQI
Invesco Nasdaq Internet ETF

ETFs
1.78K
+ 24.15%
$43.72 - $51.15 $77.7K - $90.9K
9.14K $403K
EMB
Ishares Tr

ETFs
573
+ 11.24%
$88.64 - $92.03 $50.8K - $52.7K
5.67K $513K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
11.1K
+ 79.58%
$10.98 - $17.34 $122K - $193K
25.1K $291K
G
Genpact LTD

Technology
426
+ 8.58%
$42.88 - $55.54 $18.3K - $23.7K
5.39K $271K
OXLC
Oxford Lane Capital Corp.

Financial Services
15.9K
+ 31.03%
$4.3 - $5.17 $68.4K - $82.2K
67.2K $317K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
1.14K
+ 12.01%
$27.4 - $30.58 $31.3K - $34.9K
10.7K $323K
CGUS
Capital Group Core Equity ETF
6.48K
+ 6.42%
$33.08 - $36.62 $214K - $237K
107K $3.59M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
1.21K
+ 15.54%
$48.25 - $52.09 $58.3K - $62.9K
8.98K $443K
GNR
Spdr S&P Global Natural Resour

ETFs
725
+ 13.31%
$50.12 - $54.48 $36.3K - $39.5K
6.17K $328K
F
Ford Motor CO

Consumer Cyclical
3.06K
+ 1.59%
$9.12 - $10.43 $27.9K - $31.9K
195K $1.95M
FISV
Fiserv Inc

Technology
440
+ 5.66%
N/A
8.21K $1.03M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
3.66K
+ 5.11%
$21.89 - $22.65 $80.1K - $82.8K
75.3K $1.65M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.08K
+ 20.72%
$18.36 - $20.51 $38.1K - $42.6K
12.1K $239K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.28K
+ 12.98%
$21.23 - $23.75 $90.9K - $102K
37.2K $801K
CSIQ
Canadian Solar Inc.

Technology
11.5K
+ 61.28%
$8.65 - $13.29 $99.7K - $153K
30.3K $262K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
132
+ 0.47%
$18.63 - $21.12 $2.46K - $2.79K
28.2K $582K
PRN
Invesco Dwa Industrials Moment

ETFs
694
+ 24.29%
$134.74 - $169.56 $93.5K - $118K
3.55K $489K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
66
+ 0.44%
$65.49 - $74.67 $4.32K - $4.93K
14.9K $1.07M
FTLS
First Tr Long/Short Equity ETF

ETFs
1.17K
+ 8.37%
$63.42 - $68.17 $74.1K - $79.6K
15.1K $968K
VNLA
Janus Henderson Short Duration

ETFs
1K
+ 17.32%
$48.89 - $49.21 $48.9K - $49.2K
6.77K $332K
Activity Summary
Buys All Purchases 727 New Holdings 117 Increased Positions 610 Sells All Sells 386 Reductions 386 Sold out 0 Options Calls 0 Puts 0
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