Spire Wealth Management’s Aberdeen India Fund IFN Stock Holding History

Spire Wealth Management’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 Q3	$5.32K	Hold	500	–	–	﹤0.01%	1795
2026 Q2	$5.88K	Hold	500	–	–	﹤0.01%	1792
2026 Q1	$5.66K	Hold	500	–	–	﹤0.01%	1804
2025 Q4	$6.86K	Hold	500	–	–	﹤0.01%	1835
2025 Q3	$7.32K	Hold	500	–	–	﹤0.01%	1870
2025 Q2	$8.26K	Hold	500	–	–	﹤0.01%	1782
2025 Q1	$7.88K	Hold	500	–	–	﹤0.01%	1913
2024 Q4	$7.88K	Hold	500	–	–	﹤0.01%	1908
2024 Q3	$9.5K	Hold	500	–	–	﹤0.01%	1650
2024 Q2	$8.93K	Hold	500	–	–	﹤0.01%	1667
2024 Q1	$10.2K	Hold	500	–	–	﹤0.01%	1706
2023 Q4	$9.36K	Hold	500	–	–	﹤0.01%	1775
2023 Q3	$8.71K	Hold	500	–	–	﹤0.01%	1769
2023 Q2	$8.3K	Hold	500	–	–	﹤0.01%	1866
2023 Q1	$7.56K	Hold	500	–	–	﹤0.01%	1938
2022 Q4	$7K	Sell	500 -300	-38%	-$4.81K	﹤0.01%	1733
2022 Q3	$13K	Hold	800	–	–	﹤0.01%	1483
2022 Q2	$13K	Hold	800	–	–	﹤0.01%	1832
2022 Q1	$15K	Hold	800	–	–	﹤0.01%	1898
2021 Q4	$17K	Hold	800	–	–	﹤0.01%	2176
2021 Q3	$18K	Hold	800	–	–	﹤0.01%	1898
2021 Q2	$18K	Hold	800	–	–	﹤0.01%	1915
2021 Q1	$17K	Buy	+800	New	+$16.8K	﹤0.01%	2211

Other funds holding IFN

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

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

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

Advocate Investing Services Woodbine, Maryland $128M AUM 17.45% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Spire Wealth Management's IFN Position: Q3 2026 in Review

Spire Wealth Management held its Aberdeen India Fund (IFN) position steady in Q3 2026 at 500 shares worth $5.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Spire Wealth Management first reported a position in IFN in Q1 2021 and has held it in 23 quarters since. The position peaked at $18K in Q3 2021. 33 funds tracked by Wall St. Rank hold IFN as of Q3 2026.

Spire Wealth Management held 500 shares of Aberdeen India Fund worth $5.32K as of Q3 2026.
Spire Wealth Management left its Aberdeen India Fund share count unchanged in Q3 2026.
Aberdeen India Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1795 holding.
Spire Wealth Management first reported a position in Aberdeen India Fund in Q1 2021 and has held it in 23 quarters since.
Spire Wealth Management's Aberdeen India Fund position peaked at $18K in Q3 2021.
33 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.