Prospera Financial Services Inc Reduced Holdings in Q1 2025

Prospera Financial Services Inc

  • $4.19 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NUAG
Nuveen Enhanced Yield U.S. Agg

ETFs
-6.1K
- 8.46%
$20.4 - $21.07 $124K - $128K
65.9K $1.38M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.1K
- 1.5%
$62.72 - $71.92 $68.8K - $78.9K
72K $4.54M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-4.1K
- 28.85%
$22.83 - $23.75 $93.6K - $97.4K
10.1K $233K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-6.39K
- 40.47%
$80.53 - $147.57 $515K - $943K
9.4K $1.24M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.69K
- 3.84%
$39.96 - $43.3 $108K - $117K
67.5K $2.78M
VGIT
Vanguard Intermediate Term Tre

ETFs
-2.05K
- 9.4%
$57.44 - $59.4 $118K - $122K
19.7K $1.17M
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
-7.66K
- 29.64%
$10.66 - $11.28 $81.7K - $86.4K
18.2K $196K
RVT
Royce Value Trust, Inc.

Financial Services
-900
- 1.85%
$14.07 - $16.68 $12.7K - $15K
47.6K $678K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
-9.34K
- 10.46%
$10.13 - $10.52 $94.6K - $98.2K
79.9K $822K
EEM
Ishares Msci Emerging Markets

ETFs
-5.29K
- 6.92%
$40.81 - $45.34 $216K - $240K
71.2K $3.11M
AFSM
First Tr Exchange Traded Fd Vi

ETFs
-1.73K
- 9.39%
$26.96 - $31.29 $46.7K - $54.2K
16.7K $467K
ALB
Albemarle Corp

Basic Materials
-243
- 4.88%
$69.95 - $97.49 $17K - $23.7K
4.74K $341K
PFFV
Global X Variable Rate Preferr

Technology
-3.71K
- 11.15%
$23.51 - $24.14 $87.1K - $89.4K
29.5K $698K
FXR
First Trust Industrials/Produc

ETFs
-794
- 14.9%
$68.3 - $79.81 $54.2K - $63.4K
4.54K $315K
CDNS
Cadence Design Systems Inc

Technology
-129
- 11.79%
$233.96 - $324.52 $30.2K - $41.9K
965 $245K
LUV
Southwest Airlines CO

Industrials
-2.33K
- 16.99%
$28.18 - $34.84 $65.7K - $81.3K
11.4K $382K
TM
Toyota Motor Corp

Consumer Cyclical
-51
- 1.31%
$176.53 - $195.35 $9K - $9.96K
3.83K $675K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-47
- 0.08%
$44.11 - $47.04 $2.07K - $2.21K
60.4K $2.69M
URBN
Urban Outfitters Inc

Consumer Cyclical
-954
- 10.94%
$48.81 - $60.44 $46.6K - $57.7K
7.77K $406K
CLX
Clorox CO

Consumer Defensive
-13
- 0.29%
$141.76 - $162.89 $1.84K - $2.12K
4.53K $666K
PIE
Invesco Exchange Traded Fd Tr

ETFs
-610
- 1.05%
$18.18 - $19.42 $11.1K - $11.8K
57.5K $1.05M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-1.49K
- 17.02%
$41.06 - $44.04 $61.3K - $65.8K
7.28K $302K
HYG
Ishares Tr

ETFs
-950
- 4.65%
$78.51 - $80.11 $74.6K - $76.1K
19.5K $1.54M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-2.02K
- 12.35%
$47.08 - $50.67 $95K - $102K
14.3K $719K
ABNB
Airbnb, Inc.

Consumer Cyclical
-339
- 14.21%
$119.38 - $161.42 $40.5K - $54.7K
2.05K $244K
JXN
Jackson Financial Inc.

Financial Services
-338
- 2.97%
$79.36 - $97.88 $26.8K - $33.1K
11K $924K
HAL
Halliburton CO

Energy
-1.59K
- 11.52%
$24.15 - $29.9 $38.3K - $47.4K
12.2K $308K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-338
- 10.56%
$120.24 - $134.3 $40.6K - $45.4K
2.86K $348K
GNL
Global Net Lease, Inc.

Real Estate
-10K
- 44.64%
$6.91 - $8.26 $69.2K - $82.7K
12.4K $99K
MLM
Martin Marietta Materials Inc

Basic Materials
-65
- 7.8%
$460.39 - $552.64 $29.9K - $35.9K
768 $367K
RBLX
Roblox Corp

Communication Services
-1.13K
- 10.39%
$53.77 - $75.47 $60.5K - $85K
9.71K $565K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
-10.6K
- 43.24%
$5.93 - $6.2 $62.8K - $65.7K
13.9K $83K
WAL
Western Alliance Bancorporation

Financial Services
-233
- 3.81%
$72.65 - $94.0 $16.9K - $21.9K
5.88K $451K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
-90
- 0.18%
$26.45 - $28.62 $2.38K - $2.58K
49.8K $1.32M
SRLN
Ssga Active Trust

ETFs
-125
- 0.14%
$41.02 - $41.99 $5.13K - $5.25K
89.2K $3.67M
CGXU
Capital Group Intl Focus Equit

ETFs
-2.23K
- 13.77%
$24.48 - $26.59 $54.5K - $59.2K
13.9K $341K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-886
- 6.61%
$76.94 - $78.28 $68.2K - $69.4K
12.5K $979K
FDT
First Trust Developed Markets

ETFs
-4.63K
- 9.02%
$53.51 - $60.98 $248K - $282K
46.7K $2.72M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-506
- 6.07%
$40.03 - $46.81 $20.3K - $23.7K
7.83K $319K
DKNG
Draft Kings Inc.

Consumer Cyclical
-405
- 4.02%
$33.21 - $53.49 $13.5K - $21.7K
9.66K $320K
SNV
Synovus Financial Corp

Financial Services
-462
- 6.57%
$43.7 - $56.87 $20.2K - $26.3K
6.57K $307K
FSK
Fs Kkr Capital Corp

Financial Services
-1.39K
- 4.4%
$20.47 - $24.06 $28.4K - $33.4K
30.2K $633K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-1.55K
- 1.5%
$14.28 - $14.97 $22.2K - $23.3K
102K $1.46M
INSP
Inspire Medical Systems, Inc.

Healthcare
-1
- 0.05%
$157.24 - $215.42 $157 - $215
1.92K $305K
CARR
Carrier Global Corp

Industrials
-21
- 0.22%
$62.07 - $70.55 $1.3K - $1.48K
9.59K $608K
IBB
Ishares Biotechnology ETF

ETFs
-284
- 10.39%
$127.9 - $140.56 $36.3K - $39.9K
2.45K $313K
USA
Liberty All Star Equity Fund

Financial Services
-5.64K
- 21.78%
$6.41 - $7.32 $36.2K - $41.3K
20.3K $132K
AGNC
Agnc Investment Corp.

Real Estate
-6.51K
- 15.42%
$9.12 - $10.54 $59.4K - $68.7K
35.7K $342K
U
Unity Software Inc.

Technology
-62
- 0.41%
$19.44 - $28.34 $1.21K - $1.76K
15.1K $296K
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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