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

Beacon Harbor 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
2024 Q4	–	Sell	-161,631	Closed	-$12.4M	–	82
2024 Q3	$12.4M	Sell	161,631 -285	-0.2%	-$20.9K	2.96%	4
2024 Q2	$11.3M	Buy	+161,916	New	+$10.7M	2.95%	4

Other funds holding INCO

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

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

OMC

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

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

Beacon Harbor Wealth Advisors's INCO Position: Q4 2024 in Review

Beacon Harbor Wealth Advisors sold out of Columbia India Consumer ETF (INCO) in Q4 2024, closing a stake of 161,631 shares — an estimated $12.4M sold.

Beacon Harbor Wealth Advisors first reported a position in INCO in Q2 2024 and held it in 2 quarters. The position peaked at $12.4M in Q3 2024. 77 funds tracked by Wall St. Rank hold INCO as of Q4 2024.

Beacon Harbor Wealth Advisors reported no remaining Columbia India Consumer ETF position as of Q4 2024 after selling out during the quarter.
Beacon Harbor Wealth Advisors sold 161,631 Columbia India Consumer ETF shares in Q4 2024, an estimated $12.4M.
Beacon Harbor Wealth Advisors first reported a position in Columbia India Consumer ETF in Q2 2024 and held it in 2 quarters.
Beacon Harbor Wealth Advisors's Columbia India Consumer ETF position peaked at $12.4M in Q3 2024.
77 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q4 2024.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.