Independent Financial Group’s Leatherback Long/Short Alternative Yield ETF LBAY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-25,075	Closed	-$523K	–	656
2020 Q4	$523K	Buy	+25,075	New	+$512K	0.08%	299

Other funds holding LBAY

LDFR

Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Financial Group's LBAY Position: Q1 2021 in Review

Independent Financial Group sold out of Leatherback Long/Short Alternative Yield ETF (LBAY) in Q1 2021, closing a stake of 25,075 shares — an estimated $523K sold.

Independent Financial Group first reported a position in LBAY in Q4 2020 and held it in 1 quarter. The position peaked at $523K in Q4 2020. 4 funds tracked by Wall St. Rank hold LBAY as of Q1 2021.

Independent Financial Group reported no remaining Leatherback Long/Short Alternative Yield ETF position as of Q1 2021 after selling out during the quarter.
Independent Financial Group sold 25,075 Leatherback Long/Short Alternative Yield ETF shares in Q1 2021, an estimated $523K.
Independent Financial Group first reported a position in Leatherback Long/Short Alternative Yield ETF in Q4 2020 and held it in 1 quarter.
Independent Financial Group's Leatherback Long/Short Alternative Yield ETF position peaked at $523K in Q4 2020.
4 funds tracked by Wall St. Rank held Leatherback Long/Short Alternative Yield ETF as of Q1 2021.

Based on Independent Financial Group's 13F filing for Q1 2021, filed 15 Jun 2026.