IFG
IMST

Independent Financial Group’s Bitwise MSTR Option Income Strategy ETF IMST Stock Holding History

Independent Financial Group’s Portfolio IMST Stock Details IMST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$273K Sell
40,371
-15,258
-27% -$158K 0.01% 1297
2026
Q1 		$571K Buy
55,629
+8,252
+17% +$98.5K 0.01% 868
2025
Q4 		$598K Buy
+47,377
New +$1.04M 0.01% 814

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

Independent Financial Group reduced its Bitwise MSTR Option Income Strategy ETF (IMST) stake by 27% in Q2 2026, selling an estimated $158K and leaving 40,371 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #1297.

Independent Financial Group first reported a position in IMST in Q4 2025 and has held it in 3 quarters since. The position peaked at $598K in Q4 2025. 1 fund tracked by Wall St. Rank holds IMST as of Q2 2026.

  • Independent Financial Group held 40,371 shares of Bitwise MSTR Option Income Strategy ETF worth $273K as of Q2 2026.
  • Independent Financial Group sold 15,258 Bitwise MSTR Option Income Strategy ETF shares in Q2 2026, an estimated $158K.
  • Bitwise MSTR Option Income Strategy ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1297 holding.
  • Independent Financial Group first reported a position in Bitwise MSTR Option Income Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • Independent Financial Group's Bitwise MSTR Option Income Strategy ETF position peaked at $598K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Bitwise MSTR Option Income Strategy ETF as of Q2 2026.

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