SOA Wealth Advisors, LLC.
Position in IIF — Morgan Stanley India Investment Fund, Inc.
CIK 1849444
NEW YORK, NY
Position in IIF
as of Mar 31, 2026
· filed May 20, 2026
Position Value
$864
-$185 QoQ
Shares Held
42
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IIF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026SOA Wealth Advisors, LLC. holds $18,861,380 across 57 Asset Management names. IIF ranks #48 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
12,993 | $12,495,498 | |
| 2 | AMP |
Ameriprise Financial Inc
|
9,772 | $4,342,676 | |
| 3 | BX |
Blackstone Inc.
|
2,977 | $342,325 | |
| 4 | AWF |
Alliancebernstein Global High Income Fund Inc
|
20,870 | $212,247 | |
| 5 | EOD |
Allspring Global Dividend Opportunity Fund
|
31,480 | $183,528 | |
| 6 | APO |
Apollo Global Management, Inc.
|
1,397 | $155,653 | |
| 7 | MAIN |
Main Street Capital CORP
|
2,881 | $152,577 | |
| 8 | BTZ |
Blackrock Credit Allocation Income Trust
|
12,803 | $129,310 |
All Filings in IIF
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $864 | 42 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $1,049 | 42 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,106 | 42 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,185 | 42 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,024 | 42 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,061 | 42 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,263 | 42 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $1,123 | 42 | Shares | Sole | 2024-07-17 | |
| 2023-12-31 | $901 | 42 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $938 | 42 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $910 | 42 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $817 | 42 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $852 | 42 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $977 | 42 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $938 | 42 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,054 | 42 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $1,121 | 42 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,158 | 42 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,036 | 42 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $979 | 42 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $890 | 42 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||