Independent Financial Group’s Gotham Short Strategies ETF SHRT Stock Holding History

Independent Financial Group’s Portfolio SHRT Stock Details SHRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-14,978	Closed	-$117K	–	1187
2024 Q2	$117K	Sell	14,978 -8,780	-37%	-$71.2K	﹤0.01%	1048
2024 Q1	$193K	Sell	23,758 -14,251	-37%	-$115K	0.01%	958
2023 Q4	$299K	Buy	+38,009	New	+$310K	0.02%	726

Other funds holding SHRT

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Independent Financial Group's SHRT Position: Q3 2024 in Review

Independent Financial Group sold out of Gotham Short Strategies ETF (SHRT) in Q3 2024, closing a stake of 14,978 shares — an estimated $117K sold.

Independent Financial Group first reported a position in SHRT in Q4 2023 and held it in 3 quarters. The position peaked at $299K in Q4 2023. 6 funds tracked by Wall St. Rank hold SHRT as of Q3 2024.

Independent Financial Group reported no remaining Gotham Short Strategies ETF position as of Q3 2024 after selling out during the quarter.
Independent Financial Group sold 14,978 Gotham Short Strategies ETF shares in Q3 2024, an estimated $117K.
Independent Financial Group first reported a position in Gotham Short Strategies ETF in Q4 2023 and held it in 3 quarters.
Independent Financial Group's Gotham Short Strategies ETF position peaked at $299K in Q4 2023.
6 funds tracked by Wall St. Rank held Gotham Short Strategies ETF as of Q3 2024.

Based on Independent Financial Group's 13F filing for Q3 2024, filed 12 Jun 2026.