U.S. Capital Wealth Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio IBTX Stock Details IBTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-16,724	Closed	-$1.01M	–	908
2024 Q4	$1.01M	Buy	+16,724	New	+$1.04M	0.03%	419

Other funds holding IBTX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

U.S. Capital Wealth Advisors's IBTX Position: Q1 2025 in Review

U.S. Capital Wealth Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 16,724 shares — an estimated $1.01M sold.

U.S. Capital Wealth Advisors first reported a position in IBTX in Q4 2024 and held it in 1 quarter. The position peaked at $1.01M in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

U.S. Capital Wealth Advisors reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 16,724 Independent Bank Group, Inc. shares in Q1 2025, an estimated $1.01M.
U.S. Capital Wealth Advisors first reported a position in Independent Bank Group, Inc. in Q4 2024 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Independent Bank Group, Inc. position peaked at $1.01M in Q4 2024.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.