Independent Financial Group
ASST icon

Independent Financial Group’s Strive Inc ASST Stock Holding History

Independent Financial Group’s Portfolio ASST Stock Details ASST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$703K Sell
23,895
-76
-0.3% -$1.41K 0.01% 838
2026
Q2 		$262K Sell
23,971
-1,980
-8% -$29.3K ﹤0.01% 1334
2026
Q1 		$260K Buy
+25,951
New +$323K 0.01% 1230

Other funds holding ASST

RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Independent Financial Group reduced its Strive Inc (ASST) stake by 0.32% in Q3 2026, selling an estimated $1.41K and leaving 23,895 shares worth $703K. The position accounts for 0.01% of the portfolio, ranked #838.

Independent Financial Group first reported a position in ASST in Q1 2026 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold ASST as of Q3 2026.

  • Independent Financial Group held 23,895 shares of Strive Inc worth $703K as of Q3 2026.
  • Independent Financial Group sold 76 Strive Inc shares in Q3 2026, an estimated $1.41K.
  • Strive Inc made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #838 holding.
  • Independent Financial Group first reported a position in Strive Inc in Q1 2026 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Strive Inc as of Q3 2026.

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