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Congress Wealth Management’s Matthews India Active ETF INDE Stock Holding History

Congress Wealth Management’s Portfolio INDE Stock Details INDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.27M Sell
108,360
-3,969
-4% -$115K 0.03% 469
2025
Q1 		$3.1M Buy
112,329
+2,745
+3% +$75.4K 0.04% 404
2024
Q4 		$3.27M Buy
109,584
+4,320
+4% +$133K 0.04% 341
2024
Q3 		$3.43M Buy
+105,264
New +$3.33M 0.05% 346

Other funds holding INDE

OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return
FFP
Freedom Financial Partners Oakdale, Minnesota $307M AUM 21.21% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Congress Wealth Management's INDE Position: Q2 2025 in Review

Congress Wealth Management reduced its Matthews India Active ETF (INDE) stake by 3.5% in Q2 2025, selling an estimated $115K and leaving 108,360 shares worth $3.27M. The position accounts for 0.03% of the portfolio, ranked #469.

Congress Wealth Management first reported a position in INDE in Q3 2024 and has held it in 4 quarters since. The position peaked at $3.43M in Q3 2024. 9 funds tracked by Wall St. Rank hold INDE as of Q2 2025.

  • Congress Wealth Management held 108,360 shares of Matthews India Active ETF worth $3.27M as of Q2 2025.
  • Congress Wealth Management sold 3,969 Matthews India Active ETF shares in Q2 2025, an estimated $115K.
  • Matthews India Active ETF made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #469 holding.
  • Congress Wealth Management first reported a position in Matthews India Active ETF in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's Matthews India Active ETF position peaked at $3.43M in Q3 2024.
  • 9 funds tracked by Wall St. Rank held Matthews India Active ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.