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Independent Financial Group’s InfraCap Small Cap Income ETF SCAP Stock Holding History

Independent Financial Group’s Portfolio SCAP Stock Details SCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$625K Buy
15,911
+1,075
+7% +$40.7K 0.01% 885
2026
Q1 		$517K Buy
14,836
+986
+7% +$36.4K 0.01% 920
2025
Q4 		$500K Sell
13,850
-2,500
-15% -$88.6K 0.01% 898
2025
Q3 		$577K Sell
16,350
-2,500
-13% -$87.4K 0.01% 783
2025
Q2 		$632K Buy
18,850
+9,850
+109% +$312K 0.02% 686
2025
Q1 		$293K Buy
+9,000
New +$311K 0.01% 944

Other funds holding SCAP

ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Independent Financial Group increased its InfraCap Small Cap Income ETF (SCAP) stake by 7.2% in Q2 2026, buying an estimated $40.7K and bringing the position to 15,911 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #885.

Independent Financial Group first reported a position in SCAP in Q1 2025 and has held it in 6 quarters since. The position peaked at $632K in Q2 2025. 8 funds tracked by Wall St. Rank hold SCAP as of Q2 2026.

  • Independent Financial Group held 15,911 shares of InfraCap Small Cap Income ETF worth $625K as of Q2 2026.
  • Independent Financial Group bought 1,075 InfraCap Small Cap Income ETF shares in Q2 2026, an estimated $40.7K.
  • InfraCap Small Cap Income ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #885 holding.
  • Independent Financial Group first reported a position in InfraCap Small Cap Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Independent Financial Group's InfraCap Small Cap Income ETF position peaked at $632K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held InfraCap Small Cap Income ETF as of Q2 2026.

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