COMPASS FINANCIAL MANAGEMENT LLC’s Columbia India Consumer ETF INCO Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
2026 Q2	–	Hold	0	–	–	–	1530

Other funds holding INCO

JP Morgan Chase

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

tru Independence Portland, Oregon $229M AUM 22.02% 1-Year Est. Return

Commonwealth Equity Services

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return

Integras Partners Alpharetta, Georgia $181M AUM 25.99% 1-Year Est. Return

Aubrey Capital Management Edinburgh, United Kingdom $160M AUM 57.12% 1-Year Est. Return