Independent Financial Group’s Defiance Daily Target 2x Long MSTR ETF MSTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,758
Closed -$376K 1498
2025
Q3
$376K Buy
+1,758
New +$555K 0.01% 979
2025
Q1
Sell
-598
Closed -$210K 1283
2024
Q4
$210K Sell
598
-1,239
-67% -$878K 0.01% 1078
2024
Q3
$533K Buy
+1,837
New +$395K 0.02% 628

Other funds holding MSTX

Independent Financial Group's MSTX Position: Q4 2025 in Review

Independent Financial Group sold out of Defiance Daily Target 2x Long MSTR ETF (MSTX) in Q4 2025, closing a stake of 1,758 shares — an estimated $376K sold.

Independent Financial Group first reported a position in MSTX in Q3 2024 and held it in 3 quarters. The position peaked at $533K in Q3 2024. 42 funds tracked by Wall St. Rank hold MSTX as of Q4 2025.

  • Independent Financial Group reported no remaining Defiance Daily Target 2x Long MSTR ETF position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 1,758 Defiance Daily Target 2x Long MSTR ETF shares in Q4 2025, an estimated $376K.
  • Independent Financial Group first reported a position in Defiance Daily Target 2x Long MSTR ETF in Q3 2024 and held it in 3 quarters.
  • Independent Financial Group's Defiance Daily Target 2x Long MSTR ETF position peaked at $533K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held Defiance Daily Target 2x Long MSTR ETF as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.