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 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 $2.7B AUM 22.62% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Solutions Wealth Management's LEXI Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its Alexis Practical Tactical ETF (LEXI) stake by 543% in Q1 2026, buying an estimated $103M and bringing the position to 3,362,981 shares worth $119M. The position accounts for 17.45% of the portfolio, ranked #1.

Independent Solutions Wealth Management first reported a position in LEXI in Q1 2024 and has held it in 9 quarters since. 4 funds tracked by Wall St. Rank hold LEXI as of Q1 2026.

Independent Solutions Wealth Management held 3,362,981 shares of Alexis Practical Tactical ETF worth $119M as of Q1 2026.
Independent Solutions Wealth Management bought 2,839,647 Alexis Practical Tactical ETF shares in Q1 2026, an estimated $103M.
Alexis Practical Tactical ETF made up 17.45% of Independent Solutions Wealth Management's portfolio in Q1 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 9 quarters since.
4 funds tracked by Wall St. Rank held Alexis Practical Tactical ETF as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.