AWM
INDY icon

Activest Wealth Management’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Activest Wealth Management’s Portfolio INDY Stock Details INDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$125K Sell
2,874
-1,934
-40% -$83.4K 0.02% 163
2026
Q1 		$203K Sell
4,808
-466
-9% -$21.6K 0.04% 149
2025
Q4 		$260K Hold
5,274
– – 0.05% 127
2025
Q3 		$268K Buy
5,274
+4,808
+1,032% +$251K 0.05% 108
2025
Q2 		$25.3K Buy
+466
New +$24.5K 0.01% 286

Other funds holding INDY

UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Activest Wealth Management's INDY Position: Q2 2026 in Review

Activest Wealth Management reduced its iShares S&P India Nifty 50 Index Fund (INDY) stake by 40% in Q2 2026, selling an estimated $83.4K and leaving 2,874 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #163.

Activest Wealth Management first reported a position in INDY in Q2 2025 and has held it in 5 quarters since. The position peaked at $268K in Q3 2025. 7 funds tracked by Wall St. Rank hold INDY as of Q2 2026.

  • Activest Wealth Management held 2,874 shares of iShares S&P India Nifty 50 Index Fund worth $125K as of Q2 2026.
  • Activest Wealth Management sold 1,934 iShares S&P India Nifty 50 Index Fund shares in Q2 2026, an estimated $83.4K.
  • iShares S&P India Nifty 50 Index Fund made up 0.02% of Activest Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Activest Wealth Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2025 and has held it in 5 quarters since.
  • Activest Wealth Management's iShares S&P India Nifty 50 Index Fund position peaked at $268K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.