Independent Financial Group’s Xtrackers Harvest CSI 300 China A-Shares ETF ASHR Stock Holding History

Independent Financial Group’s Portfolio ASHR Stock Details ASHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$389K	Sell	11,919 -1,233	-9%	-$42.3K	0.01%	1125
2026 Q2	$482K	Sell	13,152 -577	-4%	-$20.3K	0.01%	1013
2026 Q1	$448K	Sell	13,729 -35	-0.3%	-$1.17K	0.01%	981
2025 Q4	$452K	Sell	13,764 -30,591	-69%	-$1M	0.01%	951
2025 Q3	$1.46M	Buy	44,355 +2,016	+5%	+$60.6K	0.04%	487
2025 Q2	$1.17M	Buy	42,339 +13,687	+48%	+$361K	0.03%	500
2025 Q1	$761K	Buy	28,652 +2,895	+11%	+$76.7K	0.03%	560
2024 Q4	$682K	Buy	+25,757	New	+$718K	0.02%	596

Other funds holding ASHR

APW

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

Phraction Management Colchester, Connecticut $545M AUM 31.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Independent Financial Group's ASHR Position: Q3 2026 in Review

Independent Financial Group reduced its Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) stake by 9.4% in Q3 2026, selling an estimated $42.3K and leaving 11,919 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #1125.

Independent Financial Group first reported a position in ASHR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.46M in Q3 2025. 6 funds tracked by Wall St. Rank hold ASHR as of Q3 2026.

Independent Financial Group held 11,919 shares of Xtrackers Harvest CSI 300 China A-Shares ETF worth $389K as of Q3 2026.
Independent Financial Group sold 1,233 Xtrackers Harvest CSI 300 China A-Shares ETF shares in Q3 2026, an estimated $42.3K.
Xtrackers Harvest CSI 300 China A-Shares ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1125 holding.
Independent Financial Group first reported a position in Xtrackers Harvest CSI 300 China A-Shares ETF in Q4 2024 and has held it in 8 quarters since.
Independent Financial Group's Xtrackers Harvest CSI 300 China A-Shares ETF position peaked at $1.46M in Q3 2025.
6 funds tracked by Wall St. Rank held Xtrackers Harvest CSI 300 China A-Shares ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.