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

Beacon Pointe 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
2025 Q3	–	Sell	-8,455	Closed	-$549K	–	1451
2025 Q2	$549K	Buy	8,455 +909	+12%	+$57.5K	0.01%	856
2025 Q1	$449K	Sell	7,546 -2,501	-25%	-$150K	0.01%	879
2024 Q4	$647K	Sell	10,047 -4,563	-31%	-$316K	0.01%	750
2024 Q3	$1.12M	Buy	14,610 +4,025	+38%	+$296K	0.01%	603
2024 Q2	$740K	Buy	10,585 +5,550	+110%	+$368K	0.01%	734
2024 Q1	$322K	Buy	+5,035	New	+$309K	﹤0.01%	1089

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 $1.89B AUM 16.21% 1-Year Est. Return

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

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return

Beacon Pointe Advisors's INCO Position: Q3 2025 in Review

Beacon Pointe Advisors sold out of Columbia India Consumer ETF (INCO) in Q3 2025, closing a stake of 8,455 shares — an estimated $549K sold.

Beacon Pointe Advisors first reported a position in INCO in Q1 2024 and held it in 6 quarters. The position peaked at $1.12M in Q3 2024. 64 funds tracked by Wall St. Rank hold INCO as of Q3 2025.

Beacon Pointe Advisors reported no remaining Columbia India Consumer ETF position as of Q3 2025 after selling out during the quarter.
Beacon Pointe Advisors sold 8,455 Columbia India Consumer ETF shares in Q3 2025, an estimated $549K.
Beacon Pointe Advisors first reported a position in Columbia India Consumer ETF in Q1 2024 and held it in 6 quarters.
Beacon Pointe Advisors's Columbia India Consumer ETF position peaked at $1.12M in Q3 2024.
64 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q3 2025.

Based on Beacon Pointe Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.