Prospera Financial Services Inc Sells in Q2 2025

Prospera Financial Services Inc

  • $5.11 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
-655
- 36.8%
$721.65 - $1040.18 $473K - $681K
1.13K $1.16M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-6.79K
- 13.1%
$40.82 - $43.14 $277K - $293K
45.1K $1.94M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
-22.1K
- 27.67%
$9.57 - $10.35 $212K - $229K
57.8K $572K
ITW
Illinois Tool Works Inc

Industrials
-917
- 3.48%
$218.41 - $252.43 $200K - $231K
25.4K $6.28M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.16K
- 2.39%
$97.29 - $105.63 $113K - $123K
47.4K $4.82M
ABC
Amerisourcebergen Corp

Healthcare
-1.19K
- 11.81%
N/A
8.88K $1.64M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-3.72K
- 24.98%
$47.55 - $50.44 $177K - $188K
11.2K $560K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-3.8K
- 19.05%
$49.57 - $50.27 $189K - $191K
16.2K $812K
FDS
Factset Research Systems Inc

Financial Services
-294
- 4.19%
$398.85 - $473.32 $117K - $139K
6.72K $3M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-4.42K
- 22.01%
$42.54 - $50.99 $188K - $225K
15.7K $797K
PCAR
Paccar Inc

Industrials
-1.7K
- 34.2%
$86.4 - $99.09 $147K - $168K
3.26K $310K
VV
Vanguard Large Cap ETF

ETFs
-1.68K
- 15.12%
$228.25 - $285.3 $384K - $480K
9.44K $2.69M
IEO
Ishares Tr

ETFs
-1.56K
- 36.88%
$74.87 - $95.92 $117K - $150K
2.68K $237K
CAG
Conagra Brands Inc.

Consumer Defensive
-2.54K
- 14.4%
$20.4 - $26.78 $51.8K - $67.9K
15.1K $308K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-3.03K
- 32.61%
$63.36 - $80.23 $192K - $243K
6.25K $501K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-1.78K
- 13.3%
$97.18 - $113.06 $173K - $201K
11.6K $1.31M
PFFV
Global X Variable Rate Preferr

Technology
-5.46K
- 18.47%
$22.41 - $23.43 $122K - $128K
24.1K $548K
JKHY
Henry Jack & Associates Inc

Technology
-789
- 26.7%
$163.54 - $186.02 $129K - $147K
2.17K $390K
TRV
Travelers Companies, Inc.

Financial Services
-742
- 4.53%
$233.83 - $276.34 $174K - $205K
15.6K $4.18M
OC
Owens Corning

Industrials
-967
- 33.82%
$126.32 - $147.75 $122K - $143K
1.89K $260K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-2.39K
- 5.74%
$47.05 - $50.22 $112K - $120K
39.3K $1.94M
PPL
Ppl Corp

Utilities
-1.58K
- 4.26%
$33.45 - $36.5 $52.8K - $57.6K
35.5K $1.2M
ABT
Abbott Laboratories

Healthcare
-3.91K
- 3.3%
$123.95 - $138.08 $484K - $539K
114K $15.6M
GPC
Genuine Parts CO

Consumer Cyclical
-1.21K
- 19.02%
$105.54 - $129.09 $128K - $156K
5.15K $625K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-3.93K
- 37.55%
$31.07 - $32.25 $122K - $127K
6.53K $207K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-2.88K
- 40.02%
$177.93 - $313.14 $512K - $902K
4.32K $1.35M
TTE
Total Energies Se

Energy
-1.78K
- 6.85%
N/A
24.2K $1.66M
PSEC
Prospect Capital Corp

Financial Services
-15.9K
- 20.94%
$3.14 - $4.06 $49.9K - $64.6K
60K $190K
PAA
Plains All American Pipeline LP

Energy
-339
- 0.51%
$16.03 - $20.28 $5.43K - $6.87K
66.6K $1.22M
CPRT
Copart Inc

Consumer Cyclical
-613
- 5.18%
$47.72 - $63.84 $29.3K - $39.1K
11.2K $550K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-8.88K
- 8.5%
$33.19 - $40.78 $295K - $362K
95.6K $3.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.56K
- 12.48%
$77.74 - $78.78 $121K - $123K
11K $862K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.4K
- 1.7%
$85.42 - $94.39 $119K - $132K
80.7K $7.57M
ETR
Entergy Corp

Utilities
-1.03K
- 8.54%
$79.01 - $86.61 $81.3K - $89.1K
11K $915K
IWN
Ishares Russell2000 Val ETF

ETFs
-962
- 16.67%
$131.84 - $157.76 $127K - $152K
4.81K $758K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-4.92K
- 7.8%
$21.37 - $22.67 $105K - $112K
58.2K $1.31M
LBRT
Liberty Energy Inc.

Energy
-988
- 4.45%
$10.0 - $16.08 $9.88K - $15.9K
21.2K $243K
RFDA
Alps ETF Tr Riverfront Dynamic

ETFs
-22.3K
- 9.19%
$46.92 - $58.01 $1.04M - $1.29M
220K $12.8M
RIG
Transocean Ltd.

Energy
-2.43K
- 1.48%
$2.13 - $3.32 $5.17K - $8.05K
161K $417K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.11K
- 8.47%
$51.68 - $52.76 $109K - $111K
22.8K $1.2M
SJM
J M Smucker CO

Consumer Defensive
-263
- 7.05%
$94.41 - $118.52 $24.8K - $31.2K
3.47K $340K
VTWO
Vanguard Russell 2000 ETF

ETFs
-2.18K
- 15.03%
$70.56 - $87.22 $154K - $190K
12.3K $1.07M
ALL
Allstate Corp

Financial Services
-398
- 14.67%
$180.53 - $212.64 $71.9K - $84.6K
2.32K $466K
FTSL
First Trust Senior Ln Fund

ETFs
-2.7K
- 2.29%
$44.58 - $46.07 $120K - $124K
115K $5.28M
BR
Broadridge Financial Solutions, Inc.

Technology
-403
- 7.85%
$217.22 - $246.25 $87.5K - $99.2K
4.73K $1.15M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-1.44K
- 27.53%
$78.98 - $90.1 $114K - $130K
3.79K $341K
K
Kellogg CO

Consumer Defensive
-993
- 23.06%
$77.85 - $82.88 $77.3K - $82.3K
3.31K $263K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.8K
- 5.26%
$114.78 - $133.31 $207K - $240K
32.4K $4.32M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.83K
- 21.56%
$59.24 - $71.39 $108K - $130K
6.64K $473K
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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