Independent Financial Group’s Defiance Leveraged Long Income MSTR ETF MST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-422	Closed	-$226K	–	1441
2025 Q2	$226K	Buy	+422	New	+$229K	0.01%	1167

Other funds holding MST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Guerra Advisors Miami, Florida $271M AUM 27.78% 1-Year Est. Return

Independent Financial Group's MST Position: Q3 2025 in Review

Independent Financial Group sold out of Defiance Leveraged Long Income MSTR ETF (MST) in Q3 2025, closing a stake of 422 shares — an estimated $226K sold.

Independent Financial Group first reported a position in MST in Q2 2025 and held it in 1 quarter. The position peaked at $226K in Q2 2025. 5 funds tracked by Wall St. Rank hold MST as of Q3 2025.

Independent Financial Group reported no remaining Defiance Leveraged Long Income MSTR ETF position as of Q3 2025 after selling out during the quarter.
Independent Financial Group sold 422 Defiance Leveraged Long Income MSTR ETF shares in Q3 2025, an estimated $226K.
Independent Financial Group first reported a position in Defiance Leveraged Long Income MSTR ETF in Q2 2025 and held it in 1 quarter.
Independent Financial Group's Defiance Leveraged Long Income MSTR ETF position peaked at $226K in Q2 2025.
5 funds tracked by Wall St. Rank held Defiance Leveraged Long Income MSTR ETF as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.