Arkadios Wealth Advisors’s Columbia India Consumer ETF INCO Stock Holding History

Arkadios Wealth Advisors’s Portfolio INCO Stock Details INCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-497	Closed	-$28K	–	1158
2021 Q3	$28K	Sell	497 -463	-48%	-$25.6K	﹤0.01%	1092
2021 Q2	$51K	Buy	960 +80	+9%	+$4.13K	0.01%	917
2021 Q1	$45K	Sell	880 -90	-9%	-$4.6K	0.01%	717
2020 Q4	$46K	Buy	+970	New	+$42.8K	0.01%	572

Other funds holding INCO

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

ACM

Aubrey Capital Management Edinburgh, United Kingdom $160M AUM 57.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Arkadios Wealth Advisors's INCO Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Columbia India Consumer ETF (INCO) in Q4 2021, closing a stake of 497 shares — an estimated $28K sold.

Arkadios Wealth Advisors first reported a position in INCO in Q4 2020 and held it in 4 quarters. The position peaked at $51K in Q2 2021. 21 funds tracked by Wall St. Rank hold INCO as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Columbia India Consumer ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 497 Columbia India Consumer ETF shares in Q4 2021, an estimated $28K.
Arkadios Wealth Advisors first reported a position in Columbia India Consumer ETF in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Columbia India Consumer ETF position peaked at $51K in Q2 2021.
21 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.