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 Q3	–	Sell	-2,874	Closed	-$125K	–	1209
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

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

PCFFS

Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Activest Wealth Management's INDY Position: Q3 2026 in Review

Activest Wealth Management sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q3 2026, closing a stake of 2,874 shares — an estimated $125K sold.

Activest Wealth Management first reported a position in INDY in Q2 2025 and held it in 5 quarters. The position peaked at $268K in Q3 2025. 11 funds tracked by Wall St. Rank hold INDY as of Q3 2026.

Activest Wealth Management reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q3 2026 after selling out during the quarter.
Activest Wealth Management sold 2,874 iShares S&P India Nifty 50 Index Fund shares in Q3 2026, an estimated $125K.
Activest Wealth Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2025 and held it in 5 quarters.
Activest Wealth Management's iShares S&P India Nifty 50 Index Fund position peaked at $268K in Q3 2025.
11 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.