Independent Financial Group’s Beacon Unified Catalyst ETF BSR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$595K	Buy	19,599 +549	+3%	+$16.5K	0.01%	914
2026 Q1	$563K	Buy	19,050 +595	+3%	+$18K	0.01%	877
2025 Q4	$540K	Buy	18,455 +455	+3%	+$13.6K	0.01%	866
2025 Q3	$536K	Buy	18,000 +9,100	+102%	+$265K	0.01%	827
2025 Q2	$254K	Buy	+8,900	New	+$248K	0.01%	1104

Other funds holding BSR

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Financial Group's BSR Position: Q2 2026 in Review

Independent Financial Group increased its Beacon Unified Catalyst ETF (BSR) stake by 2.9% in Q2 2026, buying an estimated $16.5K and bringing the position to 19,599 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #914.

Independent Financial Group first reported a position in BSR in Q2 2025 and has held it in 5 quarters since. 4 funds tracked by Wall St. Rank hold BSR as of Q2 2026.

Independent Financial Group held 19,599 shares of Beacon Unified Catalyst ETF worth $595K as of Q2 2026.
Independent Financial Group bought 549 Beacon Unified Catalyst ETF shares in Q2 2026, an estimated $16.5K.
Beacon Unified Catalyst ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #914 holding.
Independent Financial Group first reported a position in Beacon Unified Catalyst ETF in Q2 2025 and has held it in 5 quarters since.
4 funds tracked by Wall St. Rank held Beacon Unified Catalyst ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.