Activest Wealth Management’s Nasdaq NDAQ Stock Holding History

Activest Wealth Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.9K	Buy	140 +78	+126%	+$7.29K	﹤0.01%	541
2026 Q2	$4.89K	Sell	62 -356	-85%	-$31.2K	﹤0.01%	713
2026 Q1	$35.5K	Buy	418 +195	+87%	+$17.5K	0.01%	396
2025 Q4	$21.7K	Buy	223 +117	+110%	+$10.5K	﹤0.01%	490
2025 Q3	$9.38K	Buy	106 +6	+6%	+$556	﹤0.01%	518
2025 Q2	$8.94K	Sell	100 -101	-50%	-$8.06K	﹤0.01%	453
2025 Q1	$15.2K	Buy	201 +196	+3,920%	+$15.4K	﹤0.01%	328
2024 Q4	$387	Buy	+5	New	+$387	﹤0.01%	562

Other funds holding NDAQ

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Activest Wealth Management increased its Nasdaq (NDAQ) stake by 126% in Q3 2026, buying an estimated $7.29K and bringing the position to 140 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Activest Wealth Management first reported a position in NDAQ in Q4 2024 and has held it in 8 quarters since. The position peaked at $35.5K in Q1 2026. 495 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

Activest Wealth Management held 140 shares of Nasdaq worth $12.9K as of Q3 2026.
Activest Wealth Management bought 78 Nasdaq shares in Q3 2026, an estimated $7.29K.
Nasdaq made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #541 holding.
Activest Wealth Management first reported a position in Nasdaq in Q4 2024 and has held it in 8 quarters since.
Activest Wealth Management's Nasdaq position peaked at $35.5K in Q1 2026.
495 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

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