AE Wealth Management’s Independent Bank Group, Inc. IBTX Stock Holding History

AE Wealth Management’s Portfolio IBTX Stock Details IBTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,671	Closed	-$223K	–	2309
2024 Q4	$223K	Buy	+3,671	New	+$227K	﹤0.01%	1231

Other funds holding IBTX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AE Wealth Management's IBTX Position: Q1 2025 in Review

AE Wealth Management sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 3,671 shares — an estimated $223K sold.

AE Wealth Management first reported a position in IBTX in Q4 2024 and held it in 1 quarter. The position peaked at $223K in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

AE Wealth Management reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
AE Wealth Management sold 3,671 Independent Bank Group, Inc. shares in Q1 2025, an estimated $223K.
AE Wealth Management first reported a position in Independent Bank Group, Inc. in Q4 2024 and held it in 1 quarter.
AE Wealth Management's Independent Bank Group, Inc. position peaked at $223K in Q4 2024.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.