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

Centricity 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 		$8.43K Hold
130
– – 0.01% 336
2025
Q1 		$7.74K Hold
130
– – 0.01% 339
2024
Q4 		$8.38K Buy
+130
New +$9K 0.01% 347

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

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

Centricity Wealth Management held its Columbia India Consumer ETF (INCO) position steady in Q2 2025 at 130 shares worth $8.43K. The position accounts for 0.01% of the portfolio, ranked #336.

Centricity Wealth Management first reported a position in INCO in Q4 2024 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold INCO as of Q2 2025.

  • Centricity Wealth Management held 130 shares of Columbia India Consumer ETF worth $8.43K as of Q2 2025.
  • Centricity Wealth Management left its Columbia India Consumer ETF share count unchanged in Q2 2025.
  • Columbia India Consumer ETF made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #336 holding.
  • Centricity Wealth Management first reported a position in Columbia India Consumer ETF in Q4 2024 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.