Atria Wealth Solutions’s Columbia India Consumer ETF INCO Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-28,223	Closed	-$1.68M	–	1691
2025 Q1	$1.68M	Buy	28,223 +20,883	+285%	+$1.26M	0.02%	695
2024 Q4	$473K	Buy	7,340 +58	+0.8%	+$4.01K	0.01%	1305
2024 Q3	$560K	Buy	+7,282	New	+$535K	0.01%	1191
2023 Q4	–	Sell	-4,183	Closed	-$221K	–	1979
2023 Q3	$221K	Sell	4,183 -338	-7%	-$17.8K	﹤0.01%	1628
2023 Q2	$237K	Buy	+4,521	New	+$219K	﹤0.01%	1593

Other funds holding INCO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

OPCM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

Atria Wealth Solutions's INCO Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Columbia India Consumer ETF (INCO) in Q2 2025, closing a stake of 28,223 shares — an estimated $1.68M sold.

Atria Wealth Solutions first reported a position in INCO in Q2 2023 and held it in 5 quarters. The position peaked at $1.68M in Q1 2025. 70 funds tracked by Wall St. Rank hold INCO as of Q2 2025.

Atria Wealth Solutions reported no remaining Columbia India Consumer ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 28,223 Columbia India Consumer ETF shares in Q2 2025, an estimated $1.68M.
Atria Wealth Solutions first reported a position in Columbia India Consumer ETF in Q2 2023 and held it in 5 quarters.
Atria Wealth Solutions's Columbia India Consumer ETF position peaked at $1.68M in Q1 2025.
70 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.