Independent Financial Group’s Toews Agility Shares Dynamic Tactical Income ETF THY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-23,825	Closed	-$529K	–	1524
2025 Q4	$529K	Sell	23,825 -298	-1%	-$6.67K	0.01%	874
2025 Q3	$548K	Sell	24,123 -27	-0.1%	-$608	0.01%	815
2025 Q2	$542K	Buy	24,150 +535	+2%	+$11.8K	0.01%	748
2025 Q1	$518K	Buy	23,615 +2,264	+11%	+$50.5K	0.02%	697
2024 Q4	$482K	Buy	21,351 +2,255	+12%	+$51.4K	0.02%	705
2024 Q3	$440K	Buy	19,096 +1,350	+8%	+$30.6K	0.02%	706
2024 Q2	$394K	Buy	17,746 +3,280	+23%	+$72.9K	0.02%	705
2024 Q1	$325K	Buy	14,466 +983	+7%	+$22K	0.01%	748
2023 Q4	$304K	Buy	13,483 +2,847	+27%	+$62.1K	0.02%	717
2023 Q3	$228K	Buy	10,636 +107	+1%	+$2.34K	0.01%	780
2023 Q2	$232K	Buy	+10,529	New	+$232K	0.02%	766

Other funds holding THY

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

RAS

RPS Advisory Solutions Louisville, Kentucky $151M AUM 29.89% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Independent Financial Group sold out of Toews Agility Shares Dynamic Tactical Income ETF (THY) in Q1 2026, closing a stake of 23,825 shares — an estimated $529K sold.

Independent Financial Group first reported a position in THY in Q2 2023 and held it in 11 quarters. The position peaked at $548K in Q3 2025. 17 funds tracked by Wall St. Rank hold THY as of Q1 2026.

Independent Financial Group reported no remaining Toews Agility Shares Dynamic Tactical Income ETF position as of Q1 2026 after selling out during the quarter.
Independent Financial Group sold 23,825 Toews Agility Shares Dynamic Tactical Income ETF shares in Q1 2026, an estimated $529K.
Independent Financial Group first reported a position in Toews Agility Shares Dynamic Tactical Income ETF in Q2 2023 and held it in 11 quarters.
Independent Financial Group's Toews Agility Shares Dynamic Tactical Income ETF position peaked at $548K in Q3 2025.
17 funds tracked by Wall St. Rank held Toews Agility Shares Dynamic Tactical Income ETF as of Q1 2026.

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