Prospera Financial Services Inc Reduced Holdings in Q2 2025

Prospera Financial Services Inc

  • $5.11 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XEL
Xcel Energy Inc

Utilities
-928
- 11.64%
$65.65 - $72.39 $60.9K - $67.2K
7.04K $479K
TXN
Texas Instruments Inc

Technology
-434
- 1.34%
N/A
32K $6.23M
GIS
General Mills Inc

Consumer Defensive
-124
- 1.25%
$50.37 - $60.97 $6.25K - $7.56K
9.83K $509K
IBB
Ishares Biotechnology ETF

ETFs
-643
- 26.26%
$112.02 - $129.0 $72K - $82.9K
1.81K $228K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
-1.86K
- 13.5%
$35.4 - $41.9 $65.9K - $78K
11.9K $485K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-4.83K
- 1.01%
$8.43 - $8.77 $40.7K - $42.4K
475K $4.13M
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
-6.96K
- 38.28%
$9.83 - $10.92 $68.4K - $76K
11.2K $116K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.58K
- 9.09%
$49.79 - $50.75 $78.6K - $80.1K
15.8K $801K
IYH
Ishares Tr

ETFs
-56
- 0.32%
$53.97 - $60.17 $3.02K - $3.37K
17.3K $976K
FXN
First Tr Exchange Traded Fd Fi

ETFs
-1.03K
- 2.18%
$12.88 - $16.75 $13.3K - $17.3K
46.3K $703K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-1.83K
- 20.42%
$43.78 - $51.5 $80.3K - $94.5K
7.15K $368K
EFG
Msci Eafe Growth ETF

ETFs
-1.81K
- 17.03%
$89.8 - $112.0 $162K - $202K
8.79K $984K
GGG
Graco Inc

Industrials
-993
- 19.45%
$74.02 - $87.26 $73.5K - $86.6K
4.11K $353K
IEMG
Ishares Inc

ETFs
-1.35K
- 2.94%
N/A
44.5K $2.39M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
-400
- 1.42%
$17.7 - $20.39 $7.08K - $8.16K
27.8K $511K
RIO
Rio Tinto PLC

Basic Materials
-641
- 4.04%
$52.32 - $62.75 $33.5K - $40.2K
15.2K $887K
PWZ
Invesco California Amt Free Mu

ETFs
-1.76K
- 3.92%
$22.71 - $24.18 $40K - $42.6K
43.2K $1.01M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.26K
- 5.58%
$50.52 - $50.92 $63.4K - $63.9K
21.2K $1.08M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-1.1K
- 5.31%
$48.46 - $50.2 $53.1K - $55K
19.5K $969K
XLB
Select Sector Spdr Fd Material

ETFs
-951
- 7.56%
$74.27 - $88.92 $70.6K - $84.6K
11.6K $1.02M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
-484
- 0.74%
$20.19 - $23.59 $9.77K - $11.4K
64.5K $1.42M
EUFN
Ishares Msci Europe Financials

ETFs
-15.5K
- 11.23%
$24.77 - $32.27 $384K - $501K
123K $3.88M
PSA
Public Storage

Real Estate
-172
- 14.75%
$266.31 - $309.77 $45.8K - $53.3K
994 $291K
INSP
Inspire Medical Systems, Inc.

Healthcare
-2
- 0.1%
$127.18 - $161.88 $254 - $324
1.92K $248K
AOK
Ishares Tr Core Conservative A

ETFs
-2.01K
- 13.27%
$36.09 - $39.07 $72.4K - $78.4K
13.1K $512K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
-552
- 2.2%
$9.31 - $12.72 $5.14K - $7.02K
24.5K $236K
WDAY
Workday, Inc.

Technology
-560
- 4.38%
$210.47 - $274.71 $118K - $154K
12.2K $2.93M
UL
Unilever PLC

Consumer Defensive
-1.3K
- 6.81%
$57.9 - $65.43 $75.4K - $85.3K
17.8K $1.09M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-1.01K
- 14.54%
$49.73 - $51.44 $50.1K - $51.8K
5.92K $304K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-559
- 0.25%
N/A
223K $19.2M
TM
Toyota Motor Corp

Consumer Cyclical
-184
- 4.81%
$158.63 - $195.39 $29.2K - $36K
3.64K $627K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-533
- 0.88%
$37.08 - $42.26 $19.8K - $22.5K
59.7K $2.47M
IVT
Inven Trust Properties Corp.

Real Estate
-438
- 2.58%
$25.97 - $29.73 $11.4K - $13K
16.6K $453K
ELY
Callaway Golf CO

Consumer Cyclical
-2.42K
- 5.84%
N/A
39K $733K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-188
- 0.67%
$55.32 - $65.02 $10.4K - $12.2K
27.7K $1.74M
CLF
Cleveland Cliffs Inc.

Basic Materials
-4.38K
- 30.22%
$5.83 - $8.88 $25.5K - $38.9K
10.1K $76K
EXP
Eagle Materials Inc

Basic Materials
-31
- 1.74%
$193.68 - $241.95 $6K - $7.5K
1.75K $353K
PBA
Pembina Pipeline Corp

Energy
-400
- 4.06%
$35.16 - $40.88 $14.1K - $16.4K
9.46K $354K
ALLY
Ally Financial Inc.

Financial Services
-1.42K
- 18.92%
$30.09 - $38.95 $42.7K - $55.2K
6.08K $236K
NXST
Nexstar Media Group, Inc.

Communication Services
-76
- 2.04%
$144.68 - $181.86 $11K - $13.8K
3.64K $630K
BOND
Pimco Active Bond Exchange Tra

ETFs
-354
- 7.64%
$89.87 - $92.93 $31.8K - $32.9K
4.28K $394K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-1.32K
- 3.43%
$12.23 - $15.46 $16.2K - $20.5K
37.3K $563K
GNRC
Generac Holdings Inc.

Industrials
-640
- 18.25%
$101.92 - $143.21 $65.2K - $91.7K
2.87K $410K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
-2.1K
- 13.64%
$18.53 - $20.98 $38.9K - $44.1K
13.3K $279K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-5K
- 29.12%
$7.19 - $8.75 $36K - $43.8K
12.2K $106K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-311
- 4.29%
$93.63 - $103.68 $29.1K - $32.2K
6.94K $719K
FICO
Fair Isaac Corp

Technology
-15
- 7.39%
$1503.62 - $2206.01 $22.6K - $33.1K
188 $343K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-902
- 0.88%
$13.7 - $14.31 $12.4K - $12.9K
101K $1.43M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-1.14K
- 15.69%
$38.29 - $44.77 $43.7K - $51.1K
6.14K $274K
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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