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Listed Fd Tr shares owned by Independent Financial Group

Quarter-by-quarter ownership of Listed Fd Tr (TUG) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 38k 37.17
2025-09-30 $1.6M 41k 39.22
2025-06-30 $1.5M 42k 36.22
2025-03-31 $1.3M 42k 30.96
2024-12-31 $1.5M 45k 33.52
2024-09-30 $1.4M 42k 33.44
2024-06-30 $1.5M 43k 34.28
2024-03-31 $1.4M 43k 31.80
2023-12-31 $1.3M 45k 29.43
2023-09-30 $1.2M 45k 26.64
2023-06-30 $557k 20k 27.69