IAGL
IFN

Innovative Advisory Group, LLC’s Aberdeen India Fund IFN Stock Holding History

Innovative Advisory Group, LLC’s Portfolio IFN Stock Details IFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,266
Closed -$17.4K – 118
2025
Q4 		$17.4K Hold
1,266
– – 0.01% 106
2025
Q3 		$18.5K Hold
1,266
– – 0.01% 106
2025
Q2 		$20.9K Hold
1,266
– – 0.02% 95
2025
Q1 		$20K Hold
1,266
– – 0.02% 84
2024
Q4 		$19.9K Buy
+1,266
New +$22.2K 0.02% 83

Other funds holding IFN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Innovative Advisory Group, LLC's IFN Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Aberdeen India Fund (IFN) in Q1 2026, closing a stake of 1,266 shares — an estimated $17.4K sold.

Innovative Advisory Group, LLC first reported a position in IFN in Q4 2024 and held it in 5 quarters. The position peaked at $20.9K in Q2 2025. 70 funds tracked by Wall St. Rank hold IFN as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Aberdeen India Fund position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 1,266 Aberdeen India Fund shares in Q1 2026, an estimated $17.4K.
  • Innovative Advisory Group, LLC first reported a position in Aberdeen India Fund in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Aberdeen India Fund position peaked at $20.9K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.