IFG
QBF

Independent Financial Group’s Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly QBF Stock Holding History

Independent Financial Group’s Portfolio QBF Stock Details QBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,553
Closed -$205K – 1551
2025
Q4 		$205K Buy
+9,553
New +$234K ﹤0.01% 1338

Other funds holding QBF

HCA
Hardworking Capital Advisors Palm Desert, California $122M AUM
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Independent Financial Group's QBF Position: Q1 2026 in Review

Independent Financial Group sold out of Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly (QBF) in Q1 2026, closing a stake of 9,553 shares — an estimated $205K sold.

Independent Financial Group first reported a position in QBF in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 16 funds tracked by Wall St. Rank hold QBF as of Q1 2026.

  • Independent Financial Group reported no remaining Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 9,553 Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly shares in Q1 2026, an estimated $205K.
  • Independent Financial Group first reported a position in Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly in Q4 2025 and held it in 1 quarter.
  • Independent Financial Group's Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly position peaked at $205K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.