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

Rockwood 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
2025 Q1	–	Sell	-8,703	Closed	-$269K	–	99
2024 Q4	$269K	Buy	+8,703	New	+$270K	0.03%	75

Other funds holding LEXI

AIP

Alexis Investment Partners Montgomery, Texas $171M AUM 32.96% 1-Year Est. Return

ISWM

Independent Solutions Wealth Management Williamsville, New York $766M AUM 31.53% 1-Year Est. Return

SFS

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

NWM

Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rockwood Wealth Management's LEXI Position: Q1 2025 in Review

Rockwood Wealth Management sold out of Alexis Practical Tactical ETF (LEXI) in Q1 2025, closing a stake of 8,703 shares — an estimated $269K sold.

Rockwood Wealth Management first reported a position in LEXI in Q4 2024 and held it in 1 quarter. The position peaked at $269K in Q4 2024. 5 funds tracked by Wall St. Rank hold LEXI as of Q1 2025.

Rockwood Wealth Management reported no remaining Alexis Practical Tactical ETF position as of Q1 2025 after selling out during the quarter.
Rockwood Wealth Management sold 8,703 Alexis Practical Tactical ETF shares in Q1 2025, an estimated $269K.
Rockwood Wealth Management first reported a position in Alexis Practical Tactical ETF in Q4 2024 and held it in 1 quarter.
Rockwood Wealth Management's Alexis Practical Tactical ETF position peaked at $269K in Q4 2024.
5 funds tracked by Wall St. Rank held Alexis Practical Tactical ETF as of Q1 2025.

Based on Rockwood Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.