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Independent Advisor Alliance’s Acquirers Small and Micro Deep Value ETF DEEP Stock Holding History

Independent Advisor Alliance’s Portfolio DEEP Stock Details DEEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$337K Buy
+9,240
New +$347K ﹤0.01% 1274
2025
Q1 		– Sell
-7,585
Closed -$262K – 904
2024
Q4 		$262K Buy
+7,585
New +$272K ﹤0.01% 1188

Other funds holding DEEP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Independent Advisor Alliance's DEEP Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Acquirers Small and Micro Deep Value ETF (DEEP) in Q1 2026: 9,240 shares worth $337K. The stake represents ﹤0.01% of the portfolio and ranks #1274 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in DEEP as recently as Q4 2024.

Independent Advisor Alliance first reported a position in DEEP in Q4 2024 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold DEEP as of Q1 2026.

  • Independent Advisor Alliance held 9,240 shares of Acquirers Small and Micro Deep Value ETF worth $337K as of Q1 2026.
  • Acquirers Small and Micro Deep Value ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Acquirers Small and Micro Deep Value ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1274 holding.
  • Independent Advisor Alliance first reported a position in Acquirers Small and Micro Deep Value ETF in Q4 2024 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Acquirers Small and Micro Deep Value ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.