Independent Solutions Wealth Management’s Alexis Practical Tactical ETF LEXI Stock Holding History

Independent Solutions Wealth Management’s Portfolio LEXI Stock Details LEXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$140M	Buy	3,448,722 +85,741	+3%	+$3.34M	18.3%	1
2026 Q1	$119M	Buy	3,362,981 +2,839,647	+543%	+$103M	17.45%	1
2025 Q4	$18.6M	Buy	523,334 +69,605	+15%	+$2.46M	3.42%	3
2025 Q3	$15.8M	Buy	453,729 +54,570	+14%	+$1.82M	2.8%	8
2025 Q2	$12.9M	Buy	399,159 +25,709	+7%	+$776K	2.52%	8
2025 Q1	$10.9M	Buy	373,450 +35,695	+11%	+$1.08M	2.45%	7
2024 Q4	$10.2M	Buy	337,755 +282,836	+515%	+$8.78M	2.23%	8
2024 Q3	$1.68M	Buy	54,919 +33,341	+155%	+$986K	0.38%	80
2024 Q2	$629K	Buy	21,578 +13,193	+157%	+$375K	0.14%	111
2024 Q1	$239K	Buy	+8,385	New	+$228K	0.06%	160

Other funds holding LEXI

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Solutions Wealth Management's LEXI Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its Alexis Practical Tactical ETF (LEXI) stake by 2.5% in Q2 2026, buying an estimated $3.34M and bringing the position to 3,448,722 shares worth $140M. The position accounts for 18.3% of the portfolio, ranked #1.

Independent Solutions Wealth Management first reported a position in LEXI in Q1 2024 and has held it in 10 quarters since. 5 funds tracked by Wall St. Rank hold LEXI as of Q2 2026.

Independent Solutions Wealth Management held 3,448,722 shares of Alexis Practical Tactical ETF worth $140M as of Q2 2026.
Independent Solutions Wealth Management bought 85,741 Alexis Practical Tactical ETF shares in Q2 2026, an estimated $3.34M.
Alexis Practical Tactical ETF made up 18.3% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #1 holding.
Independent Solutions Wealth Management first reported a position in Alexis Practical Tactical ETF in Q1 2024 and has held it in 10 quarters since.
5 funds tracked by Wall St. Rank held Alexis Practical Tactical ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.