Independent Financial Group’s abrdn Life Sciences Investors HQL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$268K	Buy	13,377 +396	+3%	+$7K	0.01%	1309
2026 Q1	$211K	Buy	12,981 +803	+7%	+$13.4K	﹤0.01%	1351
2025 Q4	$204K	Sell	12,178 -1,111	-8%	-$18.7K	﹤0.01%	1341
2025 Q3	$206K	Buy	13,289 +130	+1%	+$1.78K	﹤0.01%	1277
2025 Q2	$169K	Sell	13,159 -313	-2%	-$3.86K	﹤0.01%	1245
2025 Q1	$171K	Buy	13,472 +322	+2%	+$4.36K	0.01%	1129
2024 Q4	$173K	Buy	+13,150	New	+$190K	0.01%	1111
2024 Q3	–	Sell	-10,165	Closed	-$144K	–	1158
2024 Q2	$144K	Buy	+10,165	New	+$137K	0.01%	1042
2023 Q4	–	Sell	-10,029	Closed	-$125K	–	980
2023 Q3	$125K	Buy	+10,029	New	+$132K	0.01%	861

Other funds holding HQL

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

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

Independent Financial Group increased its abrdn Life Sciences Investors (HQL) stake by 3.1% in Q2 2026, buying an estimated $7K and bringing the position to 13,377 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #1309.

Independent Financial Group first reported a position in HQL in Q3 2023 and has held it in 9 quarters since. 77 funds tracked by Wall St. Rank hold HQL as of Q2 2026.

Independent Financial Group held 13,377 shares of abrdn Life Sciences Investors worth $268K as of Q2 2026.
Independent Financial Group bought 396 abrdn Life Sciences Investors shares in Q2 2026, an estimated $7K.
abrdn Life Sciences Investors made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1309 holding.
Independent Financial Group first reported a position in abrdn Life Sciences Investors in Q3 2023 and has held it in 9 quarters since.
77 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q2 2026.

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