GPS Wealth Strategies Group’s Independent Bank INDB Stock Holding History

GPS Wealth Strategies Group’s Portfolio INDB Stock Details INDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-44	Closed	-$2.82K	–	1546
2024 Q4	$2.82K	Hold	44	–	–	﹤0.01%	1195
2024 Q3	$2.6K	Hold	44	–	–	﹤0.01%	1202
2024 Q2	$2.23K	Hold	44	–	–	﹤0.01%	1194
2024 Q1	$2.29K	Hold	44	–	–	﹤0.01%	1117
2023 Q4	$2.9K	Hold	44	–	–	﹤0.01%	1074
2023 Q3	$2.16K	Hold	44	–	–	﹤0.01%	1108
2023 Q2	$1.96K	Hold	44	–	–	﹤0.01%	1113
2023 Q1	$2.89K	Buy	+44	New	+$3.37K	﹤0.01%	1080
2022 Q4	–	Sell	-44	Closed	-$3K	–	588
2022 Q3	$3K	Hold	44	–	–	﹤0.01%	988
2022 Q2	$3K	Hold	44	–	–	﹤0.01%	978
2022 Q1	$4K	Hold	44	–	–	﹤0.01%	891
2021 Q4	$4K	Hold	44	–	–	﹤0.01%	896
2021 Q3	$3K	Buy	+44	New	+$3.22K	﹤0.01%	905

Other funds holding INDB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

GPS Wealth Strategies Group's INDB Position: Q1 2025 in Review

GPS Wealth Strategies Group sold out of Independent Bank (INDB) in Q1 2025, closing a stake of 44 shares — an estimated $2.82K sold.

GPS Wealth Strategies Group first reported a position in INDB in Q3 2021 and held it in 13 quarters. The position peaked at $4K in Q1 2022. 288 funds tracked by Wall St. Rank hold INDB as of Q1 2025.

GPS Wealth Strategies Group reported no remaining Independent Bank position as of Q1 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 44 Independent Bank shares in Q1 2025, an estimated $2.82K.
GPS Wealth Strategies Group first reported a position in Independent Bank in Q3 2021 and held it in 13 quarters.
GPS Wealth Strategies Group's Independent Bank position peaked at $4K in Q1 2022.
288 funds tracked by Wall St. Rank held Independent Bank as of Q1 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q1 2025, filed 15 Apr 2025.