AAS
INCO icon

Avantax Advisory Services’s Columbia India Consumer ETF INCO Stock Holding History

Avantax Advisory Services’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 		$1.33M Buy
20,452
+492
+2% +$31.1K 0.01% 1000
2025
Q1 		$1.19M Buy
+19,960
New +$1.2M 0.01% 998

Other funds holding INCO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TI
tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

Avantax Advisory Services's INCO Position: Q2 2025 in Review

Avantax Advisory Services increased its Columbia India Consumer ETF (INCO) stake by 2.5% in Q2 2025, buying an estimated $31.1K and bringing the position to 20,452 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #1000.

Avantax Advisory Services first reported a position in INCO in Q1 2025 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold INCO as of Q2 2025.

  • Avantax Advisory Services held 20,452 shares of Columbia India Consumer ETF worth $1.33M as of Q2 2025.
  • Avantax Advisory Services bought 492 Columbia India Consumer ETF shares in Q2 2025, an estimated $31.1K.
  • Columbia India Consumer ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1000 holding.
  • Avantax Advisory Services first reported a position in Columbia India Consumer ETF in Q1 2025 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.