Prospera Financial Services Inc Incresed Positions in Q2 2025

Prospera Financial Services Inc

  • $5.11 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
1.1K
+ 8.26%
$110.06 - $110.46 $121K - $122K
14.5K $1.6M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
3.08K
+ 2.41%
$20.93 - $22.05 $64.5K - $68K
131K $2.88M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
4.12K
+ 2.61%
$22.66 - $23.41 $93.4K - $96.4K
162K $3.78M
NUAG
Nuveen Enhanced Yield U.S. Agg

ETFs
5.36K
+ 8.13%
$20.5 - $21.03 $110K - $113K
71.3K $1.5M
OGE
Oge Energy Corp.

Utilities
2.82K
+ 56.56%
$42.23 - $46.38 $119K - $131K
7.8K $346K
FXU
First Tr Exchange Traded Fd Ut

ETFs
2.37K
+ 21.28%
$37.86 - $43.29 $89.6K - $102K
13.5K $571K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
12.8K
+ 81.7%
$9.4 - $10.12 $120K - $129K
28.4K $269K
BWA
Borgwarner Inc

Consumer Cyclical
1.42K
+ 10.21%
$24.84 - $33.92 $35.2K - $48.1K
15.3K $512K
JOBY
Joby Aviation, Inc.

Industrials
3.06K
+ 16.87%
$5.33 - $10.55 $16.3K - $32.3K
21.2K $223K
CATH
Global X Fds Global X S&P 500

ETFs
380
+ 3.52%
$59.85 - $75.45 $22.7K - $28.7K
11.2K $843K
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.37K
+ 17.14%
$45.9 - $47.2 $109K - $112K
16.2K $763K
PRU
Prudential Financial Inc

Financial Services
1.38K
+ 15.15%
$95.12 - $112.71 $131K - $155K
10.5K $1.13M
PBYI
Puma Biotechnology, Inc.

Healthcare
6.99K
+ 3.79%
$2.74 - $3.72 $19.1K - $26K
191K $655K
BK
Bank Of New York Mellon Corp

Financial Services
736
+ 12.54%
$73.31 - $91.62 $54K - $67.4K
6.6K $601K
BSJR
Invesco Indx Tr

ETFs
2.93K
+ 2.14%
$21.81 - $22.71 $63.9K - $66.6K
140K $3.18M
SCI
Service Corp International

Consumer Cyclical
1.21K
+ 15.25%
$73.58 - $81.65 $89.1K - $98.9K
9.15K $744K
JPIE
J P Morgan Exchange Traded Fd
1.49K
+ 0.97%
$45.12 - $46.32 $67.1K - $68.9K
155K $7.19M
AADR
Advisorshares Dorsey Wright Ad

ETFs
978
+ 14.46%
$62.48 - $80.28 $61.1K - $78.5K
7.74K $611K
HDV
Ishares Core High Dividend ETF

ETFs
1.2K
+ 14.22%
$108.41 - $120.51 $130K - $144K
9.62K $1.13M
BTI
British American Tobacco P.L.C.

Consumer Defensive
445
+ 3.09%
$39.43 - $49.34 $17.5K - $22K
14.8K $702K
WRN
Western Copper & Gold Corp

Basic Materials
81.5K
+ 213.07%
$0.91 - $1.37 $74.2K - $112K
120K $149K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.16K
+ 24.95%
$91.43 - $91.74 $106K - $107K
5.83K $534K
KMI
Kinder Morgan, Inc.

Energy
1.03K
+ 1.2%
$25.21 - $29.4 $26K - $30.3K
87.2K $2.56M
VONV
Vanguard Russell 1000 Value Et

ETFs
1.11K
+ 30.83%
$73.19 - $85.21 $81.3K - $94.7K
4.72K $401K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
138
+ 1.29%
$49.85 - $64.51 $6.88K - $8.9K
10.9K $701K
DHR
Danaher Corp

Healthcare
684
+ 15.95%
$174.64 - $205.16 $119K - $140K
4.97K $982K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
7.16K
+ 11.27%
$6.66 - $8.12 $47.7K - $58.2K
70.7K $574K
KGC
Kinross Gold Corp

Basic Materials
3.91K
+ 28.28%
$11.79 - $15.85 $46.1K - $61.9K
17.7K $276K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
771
+ 11.87%
$58.41 - $72.69 $45K - $56K
7.27K $528K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
3.05K
+ 4.08%
$20.29 - $21.52 $61.9K - $65.7K
77.8K $1.67M
PAHC
Phibro Animal Health Corp

Healthcare
690
+ 3.59%
$16.53 - $25.66 $11.4K - $17.7K
19.9K $508K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
1.48K
+ 1.49%
$11.71 - $13.88 $17.3K - $20.5K
101K $1.4M
FITB
Fifth Third Bancorp

Financial Services
869
+ 2.84%
$33.32 - $41.51 $29K - $36.1K
31.4K $1.29M
EL
Estee Lauder Companies Inc

Consumer Defensive
518
+ 14.23%
$50.06 - $80.8 $25.9K - $41.9K
4.16K $335K
CSM
Proshares Large Cap Core Plus

ETFs
498
+ 5.71%
$56.33 - $70.47 $28.1K - $35.1K
9.22K $649K
WELL
Welltower Inc.

Real Estate
577
+ 5.93%
$136.49 - $155.22 $78.8K - $89.6K
10.3K $1.58M
VKQ
Invesco Municipal Trust

Financial Services
11K
+ 73.33%
$9.02 - $9.76 $99.2K - $107K
26K $237K
IYG
Ishares Tr

ETFs
153
+ 1.47%
$68.9 - $85.6 $10.5K - $13.1K
10.6K $903K
AB
Alliancebernstein Holding L.P.

Financial Services
1.34K
+ 10.3%
$33.0 - $41.77 $44.3K - $56.1K
14.4K $586K
ING
Ing Groep Nv

Financial Services
2.77K
+ 24.21%
$16.62 - $21.98 $46K - $60.8K
14.2K $310K
BMO
Bank Of Montreal

Financial Services
348
+ 11.47%
$87.54 - $110.63 $30.5K - $38.5K
3.38K $374K
MDB
Mongo Db, Inc.

Technology
159
+ 10.55%
$145.85 - $225.38 $23.2K - $35.8K
1.67K $349K
FAST
Fastenal CO

Industrials
5.02K
+ 142.42%
$40.65 - $83.16 $204K - $417K
8.54K $358K
LNC
Lincoln National Corp

Financial Services
3.01K
+ 18.13%
$28.95 - $37.27 $87.3K - $112K
19.6K $679K
BCS
Barclays PLC

Financial Services
699
+ 3.36%
$12.69 - $18.61 $8.87K - $13K
21.5K $400K
DVA
Davita Inc.

Healthcare
779
+ 27.7%
$133.5 - $155.51 $104K - $121K
3.59K $511K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
254
+ 1.05%
$81.46 - $94.63 $20.7K - $24K
24.4K $2.31M
EWBC
East West Bancorp Inc

Financial Services
147
+ 2.55%
$71.03 - $101.75 $10.4K - $15K
5.9K $596K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.12K
+ 31.52%
$56.84 - $65.5 $63.8K - $73.5K
4.68K $306K
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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