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Fourth Dimension Wealth’s Columbia India Consumer ETF INCO Stock Holding History

Fourth Dimension Wealth’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 		– Sell
-100
Closed -$5.95K – 623
2025
Q1 		$5.95K Hold
100
– – ﹤0.01% 480
2024
Q4 		$6.44K Buy
+100
New +$6.92K ﹤0.01% 478

Other funds holding INCO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TI
tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return

Fourth Dimension Wealth's INCO Position: Q2 2025 in Review

Fourth Dimension Wealth sold out of Columbia India Consumer ETF (INCO) in Q2 2025, closing a stake of 100 shares — an estimated $5.95K sold.

Fourth Dimension Wealth first reported a position in INCO in Q4 2024 and held it in 2 quarters. The position peaked at $6.44K in Q4 2024. 70 funds tracked by Wall St. Rank hold INCO as of Q2 2025.

  • Fourth Dimension Wealth reported no remaining Columbia India Consumer ETF position as of Q2 2025 after selling out during the quarter.
  • Fourth Dimension Wealth sold 100 Columbia India Consumer ETF shares in Q2 2025, an estimated $5.95K.
  • Fourth Dimension Wealth first reported a position in Columbia India Consumer ETF in Q4 2024 and held it in 2 quarters.
  • Fourth Dimension Wealth's Columbia India Consumer ETF position peaked at $6.44K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q2 2025.

Based on Fourth Dimension Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.