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Independent Financial Group’s Beacon Tactical Risk ETF BTR Stock Holding History

Independent Financial Group’s Portfolio BTR Stock Details BTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$532K Buy
19,250
+596
+3% +$16.2K 0.01% 972
2026
Q1 		$482K Sell
18,654
-3,058
-14% -$80.2K 0.01% 941
2025
Q4 		$550K Buy
21,712
+536
+3% +$13.6K 0.01% 858
2025
Q3 		$536K Buy
21,176
+11,397
+117% +$280K 0.01% 825
2025
Q2 		$234K Buy
+9,779
New +$231K 0.01% 1149

Other funds holding BTR

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Independent Financial Group increased its Beacon Tactical Risk ETF (BTR) stake by 3.2% in Q2 2026, buying an estimated $16.2K and bringing the position to 19,250 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #972.

Independent Financial Group first reported a position in BTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $550K in Q4 2025. 5 funds tracked by Wall St. Rank hold BTR as of Q2 2026.

  • Independent Financial Group held 19,250 shares of Beacon Tactical Risk ETF worth $532K as of Q2 2026.
  • Independent Financial Group bought 596 Beacon Tactical Risk ETF shares in Q2 2026, an estimated $16.2K.
  • Beacon Tactical Risk ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #972 holding.
  • Independent Financial Group first reported a position in Beacon Tactical Risk ETF in Q2 2025 and has held it in 5 quarters since.
  • Independent Financial Group's Beacon Tactical Risk ETF position peaked at $550K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held Beacon Tactical Risk ETF as of Q2 2026.

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