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

CreativeOne Wealth’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
2025
Q4 		– Sell
-4,108
Closed -$209K – 1227
2025
Q3 		$209K Buy
4,108
+387
+10% +$20.2K 0.01% 1088
2025
Q2 		$202K Buy
+3,721
New +$196K 0.01% 1057

Other funds holding INDY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCG
Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

CreativeOne Wealth's INDY Position: Q4 2025 in Review

CreativeOne Wealth sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q4 2025, closing a stake of 4,108 shares — an estimated $209K sold.

CreativeOne Wealth first reported a position in INDY in Q2 2025 and held it in 2 quarters. The position peaked at $209K in Q3 2025. 98 funds tracked by Wall St. Rank hold INDY as of Q4 2025.

  • CreativeOne Wealth reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q4 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 4,108 iShares S&P India Nifty 50 Index Fund shares in Q4 2025, an estimated $209K.
  • CreativeOne Wealth first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2025 and held it in 2 quarters.
  • CreativeOne Wealth's iShares S&P India Nifty 50 Index Fund position peaked at $209K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2025.

Based on CreativeOne Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.