Position in IFN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$114,648
-$24,206 QoQ
Shares Held
10,128
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IFN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026INTEGRITY WEALTH ADVISORS, INC. holds $888,925 across 2 Asset Management names. IFN ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPZ |
Calamos Long/Short Equity & Dynamic Income Trust
|
57,058 | $774,277 | |
| 2 | IFN |
Aberdeen India Fund, Inc.
This page
|
10,128 | $114,648 |
All Filings in IFN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $114,648 | 10,128 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $138,854 | 10,128 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $359,540 | 24,542 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $202,839 | 12,271 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $254,117 | 16,114 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $231,099 | 14,673 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||