Independent Financial Group
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Independent Financial Group’s Alphatec Holdings ATEC Stock Holding History

Independent Financial Group’s Portfolio ATEC Stock Details ATEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$726K Sell
70,350
-8,000
-10% -$75.9K 0.01% 815
2026
Q2 		$678K Buy
78,350
+38,700
+98% +$353K 0.01% 848
2026
Q1 		$431K Hold
39,650
– – 0.01% 1001
2025
Q4 		$834K Sell
39,650
-2,950
-7% -$54.6K 0.02% 690
2025
Q3 		$619K Sell
42,600
-2,100
-5% -$29.2K 0.01% 758
2025
Q2 		$496K Sell
44,700
-2,600
-5% -$29.9K 0.01% 786
2025
Q1 		$480K Buy
47,300
+3,000
+7% +$32.2K 0.02% 729
2024
Q4 		$407K Buy
44,300
+23,500
+113% +$188K 0.01% 774
2024
Q3 		$116K Sell
20,800
-1,500
-7% -$11.5K ﹤0.01% 1099
2024
Q2 		$233K Buy
22,300
+2,300
+12% +$26.8K 0.01% 955
2024
Q1 		$276K Buy
20,000
+4,000
+25% +$59.3K 0.01% 823
2023
Q4 		$242K Hold
16,000
– – 0.01% 820
2023
Q3 		$208K Hold
16,000
– – 0.01% 816
2023
Q2 		$288K Sell
16,000
-2,900
-15% -$45.2K 0.02% 658
2023
Q1 		$295K Sell
18,900
-600
-3% -$8.48K 0.02% 612
2022
Q4 		$241K Sell
19,500
-2,500
-11% -$25.2K 0.02% 650
2022
Q3 		$192K Hold
22,000
– – 0.02% 676
2022
Q2 		$144K Sell
22,000
-26,000
-54% -$240K 0.02% 663
2022
Q1 		$552K Buy
48,000
+7,000
+17% +$75.7K 0.04% 401
2021
Q4 		$469K Buy
41,000
+3,500
+9% +$41.3K 0.04% 434
2021
Q3 		$457K Hold
37,500
– – 0.05% 389
2021
Q2 		$575K Hold
37,500
– – 0.06% 331
2021
Q1 		$592K Sell
37,500
-700
-2% -$11K 0.08% 293
2020
Q4 		$555K Hold
38,200
– – 0.08% 282
2020
Q3 		$254K Buy
38,200
+21,500
+129% +$121K 0.05% 387
2020
Q2 		$78.5K Buy
16,700
+6,700
+67% +$29.6K 0.02% 467
2020
Q1 		$34.5K Buy
+10,000
New +$57.5K 0.01% 407

Other funds holding ATEC

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

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

Independent Financial Group reduced its Alphatec Holdings (ATEC) stake by 10% in Q3 2026, selling an estimated $75.9K and leaving 70,350 shares worth $726K. The position accounts for 0.01% of the portfolio, ranked #815.

Independent Financial Group first reported a position in ATEC in Q1 2020 and has held it in 27 quarters since. The position peaked at $834K in Q4 2025. 22 funds tracked by Wall St. Rank hold ATEC as of Q3 2026.

  • Independent Financial Group held 70,350 shares of Alphatec Holdings worth $726K as of Q3 2026.
  • Independent Financial Group sold 8,000 Alphatec Holdings shares in Q3 2026, an estimated $75.9K.
  • Alphatec Holdings made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #815 holding.
  • Independent Financial Group first reported a position in Alphatec Holdings in Q1 2020 and has held it in 27 quarters since.
  • Independent Financial Group's Alphatec Holdings position peaked at $834K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Alphatec Holdings as of Q3 2026.

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