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Independent Financial Group’s ALPS Active REIT ETF REIT Stock Holding History

Independent Financial Group’s Portfolio REIT Stock Details REIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-41,095
Closed -$1.08M – 1413
2025
Q2 		$1.08M Buy
41,095
+10,937
+36% +$288K 0.03% 519
2025
Q1 		$823K Buy
+30,158
New +$830K 0.03% 536

Other funds holding REIT

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Independent Financial Group sold out of ALPS Active REIT ETF (REIT) in Q3 2025, closing a stake of 41,095 shares — an estimated $1.08M sold.

Independent Financial Group first reported a position in REIT in Q1 2025 and held it in 2 quarters. The position peaked at $1.08M in Q2 2025. 19 funds tracked by Wall St. Rank hold REIT as of Q3 2025.

  • Independent Financial Group reported no remaining ALPS Active REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 41,095 ALPS Active REIT ETF shares in Q3 2025, an estimated $1.08M.
  • Independent Financial Group first reported a position in ALPS Active REIT ETF in Q1 2025 and held it in 2 quarters.
  • Independent Financial Group's ALPS Active REIT ETF position peaked at $1.08M in Q2 2025.
  • 19 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q3 2025.

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