Navis Wealth Advisors’s Matthews India Active ETF INDE Stock Holding History

Navis Wealth Advisors’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
2026 Q2	$736K	Buy	24,868 +1,775	+8%	+$49K	0.28%	74
2026 Q1	$597K	Buy	23,093 +6,457	+39%	+$182K	0.3%	82
2025 Q4	$499K	Buy	16,636 +1,040	+7%	+$31.8K	0.21%	101
2025 Q3	$459K	Buy	15,596 +1,620	+12%	+$48.3K	0.34%	67
2025 Q2	$422K	Buy	13,976 +5,536	+66%	+$160K	0.36%	64
2025 Q1	$233K	Buy	+8,440	New	+$232K	0.23%	92

Other funds holding INDE

BBR Partners New York $2.13B AUM 21.87% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NIWA

New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Navis Wealth Advisors's INDE Position: Q2 2026 in Review

Navis Wealth Advisors increased its Matthews India Active ETF (INDE) stake by 7.7% in Q2 2026, buying an estimated $49K and bringing the position to 24,868 shares worth $736K. The position accounts for 0.28% of the portfolio, ranked #74.

Navis Wealth Advisors first reported a position in INDE in Q1 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold INDE as of Q2 2026.

Navis Wealth Advisors held 24,868 shares of Matthews India Active ETF worth $736K as of Q2 2026.
Navis Wealth Advisors bought 1,775 Matthews India Active ETF shares in Q2 2026, an estimated $49K.
Matthews India Active ETF made up 0.28% of Navis Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Navis Wealth Advisors first reported a position in Matthews India Active ETF in Q1 2025 and has held it in 6 quarters since.
9 funds tracked by Wall St. Rank held Matthews India Active ETF as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.