Independence Wealth Advisors (Ohio)
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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
Q3 		$290K Buy
9,358
+210
+2% +$6.64K 0.14% 69
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

SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Independence Wealth Advisors (Ohio)'s CEPI Position: Q3 2026 in Review

Independence Wealth Advisors (Ohio) increased its REX Crypto Equity Premium Income ETF (CEPI) stake by 2.3% in Q3 2026, buying an estimated $6.64K and bringing the position to 9,358 shares worth $290K. The position accounts for 0.14% of the portfolio, ranked #69.

Independence Wealth Advisors (Ohio) first reported a position in CEPI in Q4 2025 and has held it in 4 quarters since. The position peaked at $310K in Q2 2026. 4 funds tracked by Wall St. Rank hold CEPI as of Q3 2026.

  • Independence Wealth Advisors (Ohio) held 9,358 shares of REX Crypto Equity Premium Income ETF worth $290K as of Q3 2026.
  • Independence Wealth Advisors (Ohio) bought 210 REX Crypto Equity Premium Income ETF shares in Q3 2026, an estimated $6.64K.
  • REX Crypto Equity Premium Income ETF made up 0.14% of Independence Wealth Advisors (Ohio)'s portfolio in Q3 2026, its #69 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in REX Crypto Equity Premium Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Independence Wealth Advisors (Ohio)'s REX Crypto Equity Premium Income ETF position peaked at $310K in Q2 2026.
  • 4 funds tracked by Wall St. Rank held REX Crypto Equity Premium Income ETF as of Q3 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q3 2026, filed 29 Oct 2026.