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Interactive Brokers shares owned by Tower Wealth Partners

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Tower Wealth Partners from 13F filings

Historical chart of Tower Wealth Partners investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by Tower Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by Tower Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $214k 2.5k 87.04

More positions owned by Tower Wealth Partners

Spdr Series Trust ST STR P500GRW (SPYG)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Victory Portfolios Ii Victoryshs Us (VSMV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Putnam Etf Trust Focused Lar Cap (PVAL)
Spdr Index Shs Fds St Mar Divid Etf (EDIV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Vaneck Merk Gold Etf Gold Shs (OUNZ)

View all positions for Tower Wealth Partners

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