Csenge Advisory Group’s Columbia India Consumer ETF INCO Stock Holding History

Csenge Advisory Group’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
2023 Q2	–	Sell	-5,192	Closed	-$231K	–	678
2023 Q1	$231K	Sell	5,192 -556	-10%	-$25.1K	0.02%	520
2022 Q4	$261K	Buy	5,748 +554	+11%	+$28.1K	0.02%	498
2022 Q3	$266K	Hold	5,194	–	–	0.02%	495
2022 Q2	$251K	Hold	5,194	–	–	0.02%	492
2022 Q1	$257K	Buy	5,194 +1,194	+30%	+$61.6K	0.02%	533
2021 Q4	$217K	Buy	+4,000	New	+$230K	0.02%	513
2021 Q3	–	Sell	-4,000	Closed	-$217K	–	586
2021 Q2	$217K	Hold	4,000	–	–	0.02%	516
2021 Q1	$201K	Buy	+4,000	New	+$205K	0.02%	477

Other funds holding INCO

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

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

OMC

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Csenge Advisory Group's INCO Position: Q2 2023 in Review

Csenge Advisory Group sold out of Columbia India Consumer ETF (INCO) in Q2 2023, closing a stake of 5,192 shares — an estimated $231K sold.

Csenge Advisory Group first reported a position in INCO in Q1 2021 and held it in 8 quarters. The position peaked at $266K in Q3 2022. 21 funds tracked by Wall St. Rank hold INCO as of Q2 2023.

Csenge Advisory Group reported no remaining Columbia India Consumer ETF position as of Q2 2023 after selling out during the quarter.
Csenge Advisory Group sold 5,192 Columbia India Consumer ETF shares in Q2 2023, an estimated $231K.
Csenge Advisory Group first reported a position in Columbia India Consumer ETF in Q1 2021 and held it in 8 quarters.
Csenge Advisory Group's Columbia India Consumer ETF position peaked at $266K in Q3 2022.
21 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q2 2023.

Based on Csenge Advisory Group's 13F filing for Q2 2023, filed 20 Jul 2023.