Bank of Montreal’s Columbia India Consumer ETF INCO Stock Holding History

Bank of Montreal’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
2026 Q1	$312K	Hold	5,675	–	–	﹤0.01%	2655
2025 Q4	$368K	Hold	5,675	–	–	﹤0.01%	2458
2025 Q3	$367K	Hold	5,675	–	–	﹤0.01%	2427
2025 Q2	$368K	Hold	5,675	–	–	﹤0.01%	2469
2025 Q1	$338K	Hold	5,675	–	–	﹤0.01%	2435
2024 Q4	$366K	Hold	5,675	–	–	﹤0.01%	2431
2024 Q3	$442K	Hold	5,675	–	–	﹤0.01%	2507
2024 Q2	$397K	Sell	5,675 -35,812	-86%	-$2.37M	﹤0.01%	2554
2024 Q1	$2.66M	Buy	+41,487	New	+$2.54M	﹤0.01%	1488
2023 Q4	–	Sell	-33,750	Closed	-$1.84M	–	4140
2023 Q3	$1.84M	Buy	+33,750	New	+$1.78M	﹤0.01%	1744
2023 Q2	–	Sell	-13,236	Closed	-$593K	–	4133
2023 Q1	$593K	Sell	13,236 -4,398	-25%	-$199K	﹤0.01%	2370
2022 Q4	$808K	Buy	+17,634	New	+$894K	﹤0.01%	2318
2022 Q1	–	Sell	-91,986	Closed	-$5.24M	–	4223
2021 Q4	$5.24M	Buy	+91,986	New	+$5.28M	﹤0.01%	1203
2018 Q1	–	Sell	-9,656	Closed	-$479K	–	4240
2017 Q4	$479K	Buy	+9,656	New	+$446K	﹤0.01%	2304
2014 Q2	–	Sell	-90	Closed	-$2K	–	4741
2014 Q1	$2K	Buy	+90	New	+$2K	﹤0.01%	3897

Other funds holding INCO

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

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Bank of Montreal's INCO Position: Q1 2026 in Review

Bank of Montreal held its Columbia India Consumer ETF (INCO) position steady in Q1 2026 at 5,675 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #2655.

Bank of Montreal first reported a position in INCO in Q1 2014 and has held it in 15 quarters since. The position peaked at $5.24M in Q4 2021. 60 funds tracked by Wall St. Rank hold INCO as of Q1 2026.

Bank of Montreal held 5,675 shares of Columbia India Consumer ETF worth $312K as of Q1 2026.
Bank of Montreal left its Columbia India Consumer ETF share count unchanged in Q1 2026.
Columbia India Consumer ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2655 holding.
Bank of Montreal first reported a position in Columbia India Consumer ETF in Q1 2014 and has held it in 15 quarters since.
Bank of Montreal's Columbia India Consumer ETF position peaked at $5.24M in Q4 2021.
60 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.