IFG
MSTU

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
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

Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
SRL
Scientech Research LLC Jersey City, New Jersey $123M AUM 198.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Independent Financial Group opened a new position in T-Rex 2X Long MSTR Daily Target ETF (MSTU) in Q2 2026: 1,875 shares worth $30.4K. The stake represents ﹤0.01% of the portfolio and ranks #1538 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in MSTU as recently as Q3 2025.

Independent Financial Group first reported a position in MSTU in Q4 2024 and has held it in 5 quarters since. The position peaked at $324K in Q2 2025. 39 funds tracked by Wall St. Rank hold MSTU as of Q2 2026.

  • Independent Financial Group held 1,875 shares of T-Rex 2X Long MSTR Daily Target ETF worth $30.4K as of Q2 2026.
  • T-Rex 2X Long MSTR Daily Target ETF was a new Independent Financial Group position in Q2 2026.
  • T-Rex 2X Long MSTR Daily Target ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1538 holding.
  • Independent Financial Group first reported a position in T-Rex 2X Long MSTR Daily Target ETF in Q4 2024 and has held it in 5 quarters since.
  • Independent Financial Group's T-Rex 2X Long MSTR Daily Target ETF position peaked at $324K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held T-Rex 2X Long MSTR Daily Target ETF as of Q2 2026.

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