Great Valley Advisor Group’s Columbia India Consumer ETF INCO Stock Holding History

Great Valley Advisor 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
2025 Q1	–	Sell	-4,144	Closed	-$267K	–	895
2024 Q4	$267K	Buy	4,144 +200	+5%	+$13.8K	0.01%	722
2024 Q3	$303K	Buy	3,944 +705	+22%	+$51.8K	0.01%	686
2024 Q2	$226K	Buy	+3,239	New	+$215K	0.01%	718
2023 Q1	–	Sell	-36,856	Closed	-$1.67M	–	733
2022 Q4	$1.67M	Sell	36,856 -4,810	-12%	-$244K	0.09%	240
2022 Q3	$2.13M	Buy	+41,666	New	+$2.19M	0.12%	182

Other funds holding INCO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

OMC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return

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

Great Valley Advisor Group's INCO Position: Q1 2025 in Review

Great Valley Advisor Group sold out of Columbia India Consumer ETF (INCO) in Q1 2025, closing a stake of 4,144 shares — an estimated $267K sold.

Great Valley Advisor Group first reported a position in INCO in Q3 2022 and held it in 5 quarters. The position peaked at $2.13M in Q3 2022. 78 funds tracked by Wall St. Rank hold INCO as of Q1 2025.

Great Valley Advisor Group reported no remaining Columbia India Consumer ETF position as of Q1 2025 after selling out during the quarter.
Great Valley Advisor Group sold 4,144 Columbia India Consumer ETF shares in Q1 2025, an estimated $267K.
Great Valley Advisor Group first reported a position in Columbia India Consumer ETF in Q3 2022 and held it in 5 quarters.
Great Valley Advisor Group's Columbia India Consumer ETF position peaked at $2.13M in Q3 2022.
78 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q1 2025.

Based on Great Valley Advisor Group's 13F filing for Q1 2025, filed 8 May 2025.