Independence Wealth Advisors, LLC
Position in FEPI — REX FANG & Innovation Equity Premium Income ETF
CIK 2001765
INDEPENDENCE, OH
Position in FEPI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$656,976
+$72,994 QoQ
Shares Held
15,236
+3.5% QoQ
Ownership
1.44%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#11
of 27 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FEPI Over Time
Shares Held
Position Value (USD)
All Filings in FEPI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,976 | 15,236 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $583,982 | 14,721 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $633,418 | 13,906 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||