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

Evelyn Partners 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 Q1	$16.5K	Hold	300	–	–	﹤0.01%	230
2025 Q4	$19.4K	Hold	300	–	–	﹤0.01%	200
2025 Q3	$19.4K	Hold	300	–	–	﹤0.01%	199
2025 Q2	$19.5K	Hold	300	–	–	﹤0.01%	180
2025 Q1	$17.9K	Hold	300	–	–	0.01%	185
2024 Q4	$19.3K	Buy	+300	New	+$20.8K	0.01%	185

Other funds holding INCO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Evelyn Partners Asset Management's INCO Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Columbia India Consumer ETF (INCO) position steady in Q1 2026 at 300 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Evelyn Partners Asset Management first reported a position in INCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.5K in Q2 2025. 60 funds tracked by Wall St. Rank hold INCO as of Q1 2026.

Evelyn Partners Asset Management held 300 shares of Columbia India Consumer ETF worth $16.5K as of Q1 2026.
Evelyn Partners Asset Management left its Columbia India Consumer ETF share count unchanged in Q1 2026.
Columbia India Consumer ETF made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #230 holding.
Evelyn Partners Asset Management first reported a position in Columbia India Consumer ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's Columbia India Consumer ETF position peaked at $19.5K in Q2 2025.
60 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.