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Avior Wealth Management’s Columbia India Consumer ETF INCO Stock Holding History

Avior Wealth Management’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
-8,415
Closed -$501K – 732
2025
Q1 		$501K Sell
8,415
-87
-1% -$5.24K 0.02% 406
2024
Q4 		$548K Buy
8,502
+2,750
+48% +$190K 0.02% 416
2024
Q3 		$443K Sell
5,752
-822
-13% -$60.4K 0.02% 482
2024
Q2 		$460K Buy
6,574
+539
+9% +$35.7K 0.02% 457
2024
Q1 		$386K Buy
+6,035
New +$370K 0.02% 517

Other funds holding INCO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.21T AUM 78.12% 1-Year Est. Return
TI
tru Independence Portland, Oregon $229M AUM 22.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

Avior Wealth Management's INCO Position: Q2 2025 in Review

Avior Wealth Management sold out of Columbia India Consumer ETF (INCO) in Q2 2025, closing a stake of 8,415 shares — an estimated $501K sold.

Avior Wealth Management first reported a position in INCO in Q1 2024 and held it in 5 quarters. The position peaked at $548K in Q4 2024. 70 funds tracked by Wall St. Rank hold INCO as of Q2 2025.

  • Avior Wealth Management reported no remaining Columbia India Consumer ETF position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 8,415 Columbia India Consumer ETF shares in Q2 2025, an estimated $501K.
  • Avior Wealth Management first reported a position in Columbia India Consumer ETF in Q1 2024 and held it in 5 quarters.
  • Avior Wealth Management's Columbia India Consumer ETF position peaked at $548K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.