Independent Financial Group’s T-Rex 2X Long MSTR Daily Target ETF MSTU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-1,875	Closed	-$30.4K	–	1686
2026 Q2	$30.4K	Buy	+1,875	New	+$103K	﹤0.01%	1538
2025 Q4	–	Sell	-319	Closed	-$148K	–	1500
2025 Q3	$148K	Sell	319 -55	-15%	-$37.6K	﹤0.01%	1316
2025 Q2	$324K	Buy	374 +179	+92%	+$135K	0.01%	993
2025 Q1	$106K	Buy	195 +87	+81%	+$70.1K	﹤0.01%	1145
2024 Q4	$82K	Buy	+108	New	+$117K	﹤0.01%	1140

Other funds holding MSTU

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

Independent Financial Group sold out of T-Rex 2X Long MSTR Daily Target ETF (MSTU) in Q3 2026, closing a stake of 1,875 shares — an estimated $30.4K sold.

Independent Financial Group first reported a position in MSTU in Q4 2024 and held it in 5 quarters. The position peaked at $324K in Q2 2025. 2 funds tracked by Wall St. Rank hold MSTU as of Q3 2026.

Independent Financial Group reported no remaining T-Rex 2X Long MSTR Daily Target ETF position as of Q3 2026 after selling out during the quarter.
Independent Financial Group sold 1,875 T-Rex 2X Long MSTR Daily Target ETF shares in Q3 2026, an estimated $30.4K.
Independent Financial Group first reported a position in T-Rex 2X Long MSTR Daily Target ETF in Q4 2024 and held it in 5 quarters.
Independent Financial Group's T-Rex 2X Long MSTR Daily Target ETF position peaked at $324K in Q2 2025.
2 funds tracked by Wall St. Rank held T-Rex 2X Long MSTR Daily Target ETF as of Q3 2026.

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