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
WYNN
Wynn Resorts LTD

Consumer Cyclical
-403
- 10.6%
$77.0 - $93.47 $31K - $37.7K
3.4K $283K
PATH
Ui Path, Inc.

Technology
-1.08K
- 8.26%
$9.97 - $15.19 $10.7K - $16.3K
11.9K $122K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-542
- 5.87%
$94.87 - $96.11 $51.4K - $52.1K
8.69K $833K
LII
Lennox International Inc

Industrials
-16
- 2.28%
$553.05 - $666.93 $8.85K - $10.7K
686 $384K
OLED
Universal Display Corp Pa

Technology
-179
- 6.77%
$139.48 - $161.59 $25K - $28.9K
2.46K $343K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-395
- 2.07%
$50.93 - $57.24 $20.1K - $22.6K
18.7K $991K
PJT
Pjt Partners Inc.

Financial Services
-37
- 2.02%
$135.97 - $177.59 $5.03K - $6.57K
1.8K $247K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-800
- 12.63%
$41.35 - $44.46 $33.1K - $35.6K
5.53K $233K
JHMM
John Hancock Multifactor Mid C

ETFs
-518
- 12.05%
$55.69 - $63.12 $28.8K - $32.7K
3.78K $216K
OXY
Occidental Petroleum Corp

Energy
-779
- 8.88%
$45.45 - $52.7 $35.4K - $41.1K
7.99K $394K
RFCI
Alps ETF Tr Riverfront Dynamic

ETFs
-4K
- 2.07%
$22.02 - $22.66 $88.2K - $90.7K
189K $4.26M
WPC
W. P. Carey Inc.

Real Estate
-1.31K
- 24.17%
$53.5 - $65.05 $69.8K - $84.9K
4.1K $258K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-655
- 3.08%
$49.69 - $50.76 $32.5K - $33.2K
20.6K $1.03M
KR
Kroger CO

Consumer Defensive
-6.32K
- 10.51%
$58.36 - $67.72 $369K - $428K
53.8K $3.64M
UEC
Uranium Energy Corp

Energy
-1.59K
- 12.62%
$4.77 - $8.2 $7.57K - $13K
11K $52K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-658
- 2.84%
$50.72 - $50.92 $33.4K - $33.5K
22.5K $1.14M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-297
- 9.1%
$100.34 - $100.68 $29.8K - $29.9K
2.97K $298K
FNDA
Schwab Fundamental U S Small C

ETFs
-18
- 0.15%
$26.87 - $30.99 $484 - $558
12.3K $336K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-54
- 0.29%
$25.58 - $29.24 $1.38K - $1.58K
18.5K $483K
ACHR
Archer Aviation Inc.

Industrials
-1
- 0.01%
$6.8 - $11.51 $6.8 - $11.5
10.8K $76K
NSC
Norfolk Southern Corp

Industrials
-179
- 2.23%
$227.69 - $259.76 $40.8K - $46.5K
7.85K $1.86M
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.49K
- 8.38%
$34.83 - $37.52 $51.8K - $55.8K
16.3K $590K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-60
- 0.22%
$39.33 - $41.52 $2.36K - $2.49K
26.6K $1.06M
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
-1.65K
- 14.11%
$16.47 - $17.25 $27.2K - $28.5K
10K $167K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-816
- 3.17%
$51.52 - $52.37 $42K - $42.7K
24.9K $1.31M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-2.51K
- 9.45%
$23.43 - $25.55 $58.7K - $64.1K
24K $613K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-250
- 3.67%
$83.91 - $90.87 $21K - $22.7K
6.56K $557K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-678
- 5.38%
$36.63 - $37.45 $24.8K - $25.4K
11.9K $439K
MTB
M&T Bank Corp

Financial Services
-61
- 4.36%
$170.47 - $201.98 $10.4K - $12.3K
1.34K $238K
PLUG
Plug Power Inc

Industrials
-1.3K
- 4.49%
$1.34 - $3.15 $1.74K - $4.1K
27.7K $37K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-184
- 2.47%
$102.5 - $112.02 $18.9K - $20.6K
7.25K $751K
IYR
Ishares Tr

ETFs
-420
- 6.61%
$89.49 - $98.98 $37.6K - $41.6K
5.94K $568K
XLP
Consumer Staples Sector Spdr

ETFs
-305
- 2.64%
N/A
11.3K $855K
FTA
First Tr Large Cap Value

ETFs
-399
- 1.04%
$74.42 - $80.34 $29.7K - $32.1K
37.9K $2.91M
TIP
Ishares Tr Tips Bd ETF

ETFs
-483
- 6.64%
$106.22 - $111.09 $51.3K - $53.7K
6.79K $753K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-198
- 2.43%
$48.02 - $53.02 $9.51K - $10.5K
7.94K $393K
FIW
First Trust Water ETF

ETFs
-114
- 1.61%
$99.48 - $106.74 $11.3K - $12.2K
6.96K $700K
RIGS
Riverfront Strategic Income Fd

ETFs
-2.26K
- 2.55%
$22.48 - $23.24 $50.8K - $52.5K
86.4K $2M
FXN
First Tr Exchange Traded Fd Fi

ETFs
-1.74K
- 3.54%
$15.13 - $18.07 $26.3K - $31.4K
47.3K $782K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-444
- 2.82%
$105.1 - $109.61 $46.7K - $48.7K
15.3K $1.66M
ALLY
Ally Financial Inc.

Financial Services
-655
- 8.04%
$32.99 - $40.09 $21.6K - $26.3K
7.5K $273K
PULS
Pgim ETF Tr

ETFs
-423
- 2.63%
$49.56 - $49.78 $21K - $21.1K
15.7K $780K
NIO
Nio Inc.

Consumer Cyclical
-150
- 0.48%
$3.75 - $5.22 $563 - $783
30.9K $117K
IHDG
Wisdomtree Tr

ETFs
-363
- 1.75%
$43.4 - $47.51 $15.8K - $17.2K
20.4K $885K
AME
Ametek Inc

Industrials
-19
- 1.01%
$170.39 - $190.43 $3.24K - $3.62K
1.86K $319K
SNA
Snap On Inc

Industrials
-6
- 0.1%
$324.09 - $358.62 $1.94K - $2.15K
5.97K $2.01M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-192
- 3.95%
$91.45 - $91.75 $17.6K - $17.6K
4.67K $428K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-232
- 8.64%
$89.33 - $95.17 $20.7K - $22.1K
2.45K $226K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-45
- 0.18%
$49.25 - $50.66 $2.22K - $2.28K
25.6K $1.27M
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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