Carson Wealth (CWM LLC)’s Columbia India Consumer ETF INCO Stock Holding History

Carson Wealth (CWM LLC)’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	-720	Closed	-$43K	–	5200
2025 Q1	$43K	Buy	+720	New	+$43.3K	﹤0.01%	3099

Other funds holding INCO

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

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

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

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

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

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

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

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

Carson Wealth (CWM LLC)'s INCO Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Columbia India Consumer ETF (INCO) in Q2 2025, closing a stake of 720 shares — an estimated $43K sold.

Carson Wealth (CWM LLC) first reported a position in INCO in Q1 2025 and held it in 1 quarter. The position peaked at $43K in Q1 2025. 70 funds tracked by Wall St. Rank hold INCO as of Q2 2025.

Carson Wealth (CWM LLC) reported no remaining Columbia India Consumer ETF position as of Q2 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 720 Columbia India Consumer ETF shares in Q2 2025, an estimated $43K.
Carson Wealth (CWM LLC) first reported a position in Columbia India Consumer ETF in Q1 2025 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Columbia India Consumer ETF position peaked at $43K in Q1 2025.
70 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.