IWAO
CEPI

Independence Wealth Advisors (Ohio)’s REX Crypto Equity Premium Income ETF CEPI Stock Holding History

Independence Wealth Advisors (Ohio)’s Portfolio CEPI Stock Details CEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$310K Buy
9,148
+352
+4% +$11.7K 0.16% 64
2026
Q1 		$250K Buy
8,796
+715
+9% +$23.1K 0.13% 74
2025
Q4 		$272K Buy
+8,081
New +$308K 0.15% 71

Other funds holding CEPI

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independence Wealth Advisors (Ohio)'s CEPI Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its REX Crypto Equity Premium Income ETF (CEPI) stake by 4% in Q2 2026, buying an estimated $11.7K and bringing the position to 9,148 shares worth $310K. The position accounts for 0.16% of the portfolio, ranked #64.

Independence Wealth Advisors (Ohio) first reported a position in CEPI in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold CEPI as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 9,148 shares of REX Crypto Equity Premium Income ETF worth $310K as of Q2 2026.
  • Independence Wealth Advisors (Ohio) bought 352 REX Crypto Equity Premium Income ETF shares in Q2 2026, an estimated $11.7K.
  • REX Crypto Equity Premium Income ETF made up 0.16% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #64 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in REX Crypto Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held REX Crypto Equity Premium Income ETF as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.