Envestnet Asset Management’s Columbia India Consumer ETF INCO Stock Holding History

Envestnet Asset 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
2026 Q2	$476K	Sell	7,981 -1,015	-11%	-$59.4K	﹤0.01%	4117
2026 Q1	$495K	Sell	8,996 -1,112	-11%	-$68.1K	﹤0.01%	3944
2025 Q4	$655K	Buy	10,108 +4,552	+82%	+$296K	﹤0.01%	3520
2025 Q3	$359K	Sell	5,556 -803	-13%	-$52.2K	﹤0.01%	3968
2025 Q2	$413K	Sell	6,359 -6,174	-49%	-$391K	﹤0.01%	3843
2025 Q1	$746K	Sell	12,533 -3,886	-24%	-$234K	﹤0.01%	3380
2024 Q4	$1.06M	Buy	16,419 +3,862	+31%	+$267K	﹤0.01%	3134
2024 Q3	$966K	Buy	12,557 +4,478	+55%	+$329K	﹤0.01%	3150
2024 Q2	$565K	Buy	8,079 +572	+8%	+$37.9K	﹤0.01%	3379
2024 Q1	$481K	Buy	7,507 +3,732	+99%	+$229K	﹤0.01%	3455
2023 Q4	$222K	Buy	+3,775	New	+$210K	﹤0.01%	3777
2023 Q3	–	Sell	-4,638	Closed	-$243K	–	4089
2023 Q2	$243K	Buy	+4,638	New	+$225K	﹤0.01%	3598
2015 Q2	–	Sell	-207,146	Closed	-$7.39M	–	2235
2015 Q1	$7.39M	Buy	207,146 +96,147	+87%	+$3.46M	0.04%	446
2014 Q4	$3.58M	Buy	+110,999	New	+$3.54M	0.04%	276

Other funds holding INCO

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

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

OPCM

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

Morgan Stanley New York $1.89T AUM 35.08% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Envestnet Asset Management's INCO Position: Q2 2026 in Review

Envestnet Asset Management reduced its Columbia India Consumer ETF (INCO) stake by 11% in Q2 2026, selling an estimated $59.4K and leaving 7,981 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #4117.

Envestnet Asset Management first reported a position in INCO in Q4 2014 and has held it in 14 quarters since. The position peaked at $7.39M in Q1 2015. 58 funds tracked by Wall St. Rank hold INCO as of Q2 2026.

Envestnet Asset Management held 7,981 shares of Columbia India Consumer ETF worth $476K as of Q2 2026.
Envestnet Asset Management sold 1,015 Columbia India Consumer ETF shares in Q2 2026, an estimated $59.4K.
Columbia India Consumer ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4117 holding.
Envestnet Asset Management first reported a position in Columbia India Consumer ETF in Q4 2014 and has held it in 14 quarters since.
Envestnet Asset Management's Columbia India Consumer ETF position peaked at $7.39M in Q1 2015.
58 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.