Haven Private’s Columbia India Consumer ETF INCO Stock Holding History

Haven Private’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	$1.81M	Sell	30,301 -11,425	-27%	-$669K	0.69%	34
2026 Q1	$2.29M	Sell	41,726 -105	-0.3%	-$6.43K	1%	25
2025 Q4	$2.71M	Buy	41,831 +1,966	+5%	+$128K	1.19%	22
2025 Q3	$2.58M	Buy	39,865 +2,525	+7%	+$164K	1.14%	22
2025 Q2	$2.42M	Buy	37,340 +16,098	+76%	+$1.02M	1.07%	23
2025 Q1	$1.26M	Buy	21,242 +3,881	+22%	+$234K	0.72%	34
2024 Q4	$1.12M	Buy	+17,361	New	+$1.2M	0.62%	38

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

Haven Private's INCO Position: Q2 2026 in Review

Haven Private reduced its Columbia India Consumer ETF (INCO) stake by 27% in Q2 2026, selling an estimated $669K and leaving 30,301 shares worth $1.81M. The position accounts for 0.69% of the portfolio, ranked #34.

Haven Private first reported a position in INCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.71M in Q4 2025. 58 funds tracked by Wall St. Rank hold INCO as of Q2 2026.

Haven Private held 30,301 shares of Columbia India Consumer ETF worth $1.81M as of Q2 2026.
Haven Private sold 11,425 Columbia India Consumer ETF shares in Q2 2026, an estimated $669K.
Columbia India Consumer ETF made up 0.69% of Haven Private's portfolio in Q2 2026, its #34 holding.
Haven Private first reported a position in Columbia India Consumer ETF in Q4 2024 and has held it in 7 quarters since.
Haven Private's Columbia India Consumer ETF position peaked at $2.71M in Q4 2025.
58 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.