IFG
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Independent Financial Group’s STF Tactical Growth ETF TUG Stock Holding History

Independent Financial Group’s Portfolio TUG Stock Details TUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.32M Sell
27,838
-9,851
-26% -$435K 0.02% 586
2026
Q1 		$1.4M Sell
37,689
-3,750
-9% -$147K 0.03% 517
2025
Q4 		$1.64M Buy
41,439
+88
+0.2% +$3.53K 0.04% 448
2025
Q3 		$1.62M Sell
41,351
-998
-2% -$37.4K 0.04% 450
2025
Q2 		$1.53M Buy
42,349
+10
+0% +$327 0.04% 413
2025
Q1 		$1.31M Sell
42,339
-2,695
-6% -$89.9K 0.05% 405
2024
Q4 		$1.51M Buy
45,034
+2,690
+6% +$93K 0.05% 363
2024
Q3 		$1.42M Sell
42,344
-385
-0.9% -$12.8K 0.05% 354
2024
Q2 		$1.46M Sell
42,729
-1
-0% -$32 0.06% 298
2024
Q1 		$1.36M Sell
42,730
-1,896
-4% -$58.3K 0.06% 311
2023
Q4 		$1.31M Buy
44,626
+35
+0.1% +$964 0.07% 290
2023
Q3 		$1.19M Buy
44,591
+24,485
+122% +$678K 0.08% 279
2023
Q2 		$557K Buy
+20,106
New +$519K 0.04% 454

Other funds holding TUG

HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SGI
Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

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

Independent Financial Group reduced its STF Tactical Growth ETF (TUG) stake by 26% in Q2 2026, selling an estimated $435K and leaving 27,838 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #586.

Independent Financial Group first reported a position in TUG in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.64M in Q4 2025. 13 funds tracked by Wall St. Rank hold TUG as of Q2 2026.

  • Independent Financial Group held 27,838 shares of STF Tactical Growth ETF worth $1.32M as of Q2 2026.
  • Independent Financial Group sold 9,851 STF Tactical Growth ETF shares in Q2 2026, an estimated $435K.
  • STF Tactical Growth ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #586 holding.
  • Independent Financial Group first reported a position in STF Tactical Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • Independent Financial Group's STF Tactical Growth ETF position peaked at $1.64M in Q4 2025.
  • 13 funds tracked by Wall St. Rank held STF Tactical Growth ETF as of Q2 2026.

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