DHK Financial Advisors’s Columbia India Consumer ETF INCO Stock Holding History

DHK Financial 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 Q2	$2.13M	Hold	32,763	–	–	1.22%	15
2025 Q1	$1.95M	Hold	32,763	–	–	1.07%	20
2024 Q4	$2.11M	Sell	32,763 -2,713	-8%	-$188K	1.28%	15
2024 Q3	$2.73M	Hold	35,476	–	–	1.67%	13
2024 Q2	$2.48M	Hold	35,476	–	–	1.73%	10
2024 Q1	$2.27M	Sell	35,476 -28,539	-45%	-$1.75M	1.61%	16
2023 Q4	$3.76M	Buy	+64,015	New	+$3.56M	2.82%	11

Other funds holding INCO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

DHK Financial Advisors's INCO Position: Q2 2025 in Review

DHK Financial Advisors held its Columbia India Consumer ETF (INCO) position steady in Q2 2025 at 32,763 shares worth $2.13M. The position accounts for 1.22% of the portfolio, ranked #15.

DHK Financial Advisors first reported a position in INCO in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.76M in Q4 2023. 70 funds tracked by Wall St. Rank hold INCO as of Q2 2025.

DHK Financial Advisors held 32,763 shares of Columbia India Consumer ETF worth $2.13M as of Q2 2025.
DHK Financial Advisors left its Columbia India Consumer ETF share count unchanged in Q2 2025.
Columbia India Consumer ETF made up 1.22% of DHK Financial Advisors's portfolio in Q2 2025, its #15 holding.
DHK Financial Advisors first reported a position in Columbia India Consumer ETF in Q4 2023 and has held it in 7 quarters since.
DHK Financial Advisors's Columbia India Consumer ETF position peaked at $3.76M in Q4 2023.
70 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.