Alexis Practical Tactical EtLEXIETF
13F holders, Q2 2024 (June 30)2holders −1
0new positions
1sold out
$29.17avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Alexis Practical Tactical Et (LEXI) in their 13F filings, down 1 from Q1 2024. 0 opened new positions and 1 sold out. The largest holders were Sowell Financial Services LLC ($5.0M) and Independent Solutions Wealth Management, LLC ($629K).
- Company
- Alexis Practical Tactical Et
- Filed as
- LISTED FD TR (Q2 2024)
- CUSIP
- 53656F425
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $21K |
All 13F filers, Q1 2024 → Q2 2024: 13,193 shares bought and 849 shares sold, net +12,344 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Sowell Financial Services LLC | 0.24% | Reduce -0.1% | 173,114 | $5.0M |
| Independent Solutions Wealth Management, LLC | 0.14% | Add +157.3% | 21,578 | $629K |
"% of holder's portfolio" is LEXI's weight in each manager's 13F, not the share of Alexis Practical Tactical Et the manager owns.