Independent Financial Group
EZRO icon

Independent Financial Group’s AlphaDroid Defensive Sector Rotation ETF EZRO Stock Holding History

Independent Financial Group’s Portfolio EZRO Stock Details EZRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$935K Sell
36,965
-2,479
-6% -$61K 0.02% 712
2026
Q2 		$1.01M Buy
+39,444
New +$1.02M 0.02% 684

Other funds holding EZRO

WEG
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Independent Financial Group reduced its AlphaDroid Defensive Sector Rotation ETF (EZRO) stake by 6.3% in Q3 2026, selling an estimated $61K and leaving 36,965 shares worth $935K. The position accounts for 0.02% of the portfolio, ranked #712.

Independent Financial Group first reported a position in EZRO in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.01M in Q2 2026. 3 funds tracked by Wall St. Rank hold EZRO as of Q3 2026.

  • Independent Financial Group held 36,965 shares of AlphaDroid Defensive Sector Rotation ETF worth $935K as of Q3 2026.
  • Independent Financial Group sold 2,479 AlphaDroid Defensive Sector Rotation ETF shares in Q3 2026, an estimated $61K.
  • AlphaDroid Defensive Sector Rotation ETF made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #712 holding.
  • Independent Financial Group first reported a position in AlphaDroid Defensive Sector Rotation ETF in Q2 2026 and has held it in 2 quarters since.
  • Independent Financial Group's AlphaDroid Defensive Sector Rotation ETF position peaked at $1.01M in Q2 2026.
  • 3 funds tracked by Wall St. Rank held AlphaDroid Defensive Sector Rotation ETF as of Q3 2026.

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