Prospera Financial Services Inc Reduced Holdings in Q4 2024

Prospera Financial Services Inc

  • $4.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SJM
J M Smucker CO

Consumer Defensive
-648
- 14.31%
$106.92 - $121.75 $69.3K - $78.9K
3.88K $427K
VAW
Vanguard Materials ETF

ETFs
-41
- 0.89%
$186.91 - $215.32 $7.66K - $8.83K
4.58K $859K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-5.7K
- 7.5%
$20.98 - $21.19 $120K - $121K
70.4K $1.48M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-1.8K
- 7.78%
$50.02 - $51.24 $89.8K - $92K
21.3K $1.07M
DEA
Easterly Government Properties, Inc.

Real Estate
-6.3K
- 31.93%
$10.93 - $14.48 $68.8K - $91.2K
13.4K $152K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-813
- 17.61%
$84.3 - $106.41 $68.5K - $86.5K
3.8K $327K
ICLN
Ishares

ETFs
-548
- 1.69%
$11.35 - $14.51 $6.22K - $7.95K
31.8K $362K
CI
Cigna Corp

Healthcare
-59
- 4.28%
$265.59 - $358.58 $15.7K - $21.2K
1.32K $364K
IDV
Ishares Tr

ETFs
-2.85K
- 23.58%
$27.03 - $29.92 $77K - $85.2K
9.23K $252K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-2.53K
- 5.91%
$17.87 - $19.48 $45.2K - $49.3K
40.3K $725K
NIO
Nio Inc.

Consumer Cyclical
-5.77K
- 15.66%
$4.31 - $7.21 $24.9K - $41.6K
31K $135K
OLN
Olin Corp

Basic Materials
-116
- 1.54%
$33.13 - $47.98 $3.84K - $5.57K
7.4K $250K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-346
- 2.25%
$106.1 - $114.66 $36.7K - $39.7K
15K $1.6M
PICK
Ishares Inc Msci Global Select

ETFs
-1.23K
- 15.39%
$34.86 - $43.59 $42.9K - $53.6K
6.76K $236K
HDV
Ishares Core High Dividend ETF

ETFs
-564
- 6.9%
$110.82 - $121.28 $62.5K - $68.4K
7.61K $853K
JXN
Jackson Financial Inc.

Financial Services
-625
- 5.21%
$84.91 - $113.74 $53.1K - $71.1K
11.4K $990K
VDC
Vanguard Consumer Staples ETF

ETFs
-298
- 5.44%
$210.96 - $223.62 $62.9K - $66.6K
5.18K $1.09M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-1.92K
- 6.76%
$78.43 - $84.56 $151K - $162K
26.5K $2.15M
GNR
Spdr S&P Global Natural Resour

ETFs
-950
- 14.85%
$48.67 - $58.43 $46.2K - $55.5K
5.45K $271K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-306
- 1.27%
$91.94 - $100.02 $28.1K - $30.6K
23.9K $2.21M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
-637
- 4.36%
$16.36 - $22.16 $10.4K - $14.1K
14K $232K
EUFN
Ishares Msci Europe Financials

ETFs
-2.3K
- 8.72%
$23.06 - $24.69 $53K - $56.7K
24K $560K
PIE
Invesco Exchange Traded Fd Tr

ETFs
-417
- 0.71%
$19.22 - $20.71 $8.01K - $8.64K
58.1K $1.12M
NUAG
Nuveen Enhanced Yield U.S. Agg

ETFs
-912
- 1.25%
$20.61 - $21.56 $18.8K - $19.7K
72K $1.49M
CBOE
Cboe Global Markets, Inc.

Financial Services
-127
- 1.79%
$191.61 - $217.84 $24.3K - $27.7K
6.97K $1.36M
WPC
W. P. Carey Inc.

Real Estate
-716
- 11.71%
$53.44 - $61.33 $38.3K - $43.9K
5.4K $294K
OEF
Ishares S&P 100 ETF

ETFs
-323
- 8.78%
N/A
3.36K $893K
RIG
Transocean Ltd.

Energy
-1.01K
- 0.63%
$3.47 - $4.67 $3.5K - $4.72K
160K $600K
HOG
Harley Davidson, Inc.

Consumer Cyclical
-451
- 5.32%
$29.69 - $38.02 $13.4K - $17.1K
8.03K $242K
PGR
Progressive Corp

Financial Services
-5
- 0.09%
$239.6 - $268.88 $1.2K - $1.34K
5.76K $1.38M
TIP
Ishares Tr Tips Bd ETF

ETFs
-467
- 6.04%
$106.33 - $110.69 $49.7K - $51.7K
7.27K $774K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-1.75K
- 19.39%
$47.71 - $49.76 $83.3K - $86.9K
7.26K $355K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-334
- 6.93%
$64.29 - $75.41 $21.5K - $25.2K
4.49K $289K
RY
Royal Bank Of Canada

Financial Services
-1
- 0.01%
$119.72 - $128.02 $120 - $128
17.6K $2.12M
DUSA
Davis Fundamental ETF Tr

ETFs
-2.44K
- 3.44%
$40.91 - $45.07 $99.9K - $110K
68.5K $2.88M
DNP
Dnp Select Income Fund Inc

Financial Services
-3.6K
- 10.84%
$8.82 - $9.96 $31.7K - $35.8K
29.6K $260K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-3.98K
- 23.82%
$45.39 - $62.98 $181K - $250K
12.7K $722K
RRX
Regal Rexnord Corp

Industrials
-6
- 0.09%
$153.56 - $182.22 $921 - $1.09K
6.63K $1.03M
ALLY
Ally Financial Inc.

Financial Services
-2.08K
- 20.31%
$34.12 - $39.98 $70.9K - $83K
8.15K $293K
BWA
Borgwarner Inc

Consumer Cyclical
-505
- 4.25%
$31.48 - $35.49 $15.9K - $17.9K
11.4K $361K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-364
- 0.52%
$40.38 - $44.35 $14.7K - $16.1K
70.2K $2.87M
HYLS
First Tr Tactical High Yield L

ETFs
-1.11K
- 3.39%
$41.29 - $42.03 $45.6K - $46.4K
31.5K $1.3M
YUM
Yum Brands Inc

Consumer Cyclical
-177
- 2.49%
$130.36 - $139.54 $23.1K - $24.7K
6.94K $930K
FIW
First Trust Water ETF

ETFs
-99
- 1.38%
$102.02 - $110.91 $10.1K - $11K
7.07K $721K
FBT
First Trust Nyse Arca Biotechn

ETFs
-11
- 0.11%
$161.65 - $178.69 $1.78K - $1.97K
10.2K $1.7M
PFFV
Global X Variable Rate Preferr

Technology
-1.85K
- 5.27%
$23.57 - $24.48 $43.6K - $45.3K
33.2K $783K
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
-2.33K
- 16.59%
$16.46 - $17.94 $38.3K - $41.7K
11.7K $192K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-123
- 0.51%
$51.33 - $53.74 $6.31K - $6.61K
23.8K $1.23M
IBB
Ishares Biotechnology ETF

ETFs
-147
- 5.1%
$131.21 - $148.85 $19.3K - $21.9K
2.73K $361K
Activity Summary
Buys All Purchases 716 New Holdings 83 Increased Positions 633 Sells All Sells 359 Reductions 359 Sold out 0 Options Calls 0 Puts 0
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