Alexis Practical Tactical EtLEXIETF
13F holders, Q4 2024 (December 31)5holders +3
2new positions
0sold out
$30.14avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Alexis Practical Tactical Et (LEXI) in their 13F filings, up 3 from Q3 2024. 2 opened new positions and 0 sold out. The largest holders were Alexis Investment Partners, LLC ($79.9M), Independent Solutions Wealth Management, LLC ($10.2M) and Sowell Financial Services LLC ($4.2M).
- Company
- Alexis Practical Tactical Et
- Filed as
- LISTED FD TR (Q4 2024)
- CUSIP
- 53656F425
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $272K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 291,655 shares bought, net +291,655 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Alexis Investment Partners, LLC | 39.08% | — | 2,651,536 | $79.9M |
| Independent Solutions Wealth Management, LLC | 2.23% | Add +515.0% | 337,755 | $10.2M |
| Sowell Financial Services LLC | 0.22% | No change | 139,300 | $4.2M |
| Rockwood Wealth Management, LLC | 0.03% | New | 8,703 | $269K |
| UBS Group AG | 0.00% | New | 116 | $3K |
"% of holder's portfolio" is LEXI's weight in each manager's 13F, not the share of Alexis Practical Tactical Et the manager owns.