Private Advisory Group’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Private Advisory Group’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
2026 Q3	$8.23M	Buy	+201,065	New	+$8.67M	0.44%	67

Other funds holding INDY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Cypress Capital Group Palm Beach, Florida $1.1B AUM 30.71% 1-Year Est. Return

Carret Asset Management New York $1.14B AUM 25.06% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Private Advisory Group's INDY Position: Q3 2026 in Review

Private Advisory Group opened a new position in iShares S&P India Nifty 50 Index Fund (INDY) in Q3 2026: 201,065 shares worth $8.23M. The stake represents 0.44% of the portfolio and ranks #67 among its holdings.

36 funds tracked by Wall St. Rank hold INDY as of Q3 2026.

Private Advisory Group held 201,065 shares of iShares S&P India Nifty 50 Index Fund worth $8.23M as of Q3 2026.
iShares S&P India Nifty 50 Index Fund was a new Private Advisory Group position in Q3 2026.
iShares S&P India Nifty 50 Index Fund made up 0.44% of Private Advisory Group's portfolio in Q3 2026, its #67 holding.
36 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.