International Assets Investment Management’s Columbia India Consumer ETF INCO Stock Holding History

International Assets Investment 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
2024 Q4	–	Sell	-1,500	Closed	-$115K	–	1306
2024 Q3	$115K	Buy	+1,500	New	+$110K	0.01%	766

Other funds holding INCO

Morgan Stanley New York $1.89T AUM 35.08% 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

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

OMC

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return

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

International Assets Investment Management's INCO Position: Q4 2024 in Review

International Assets Investment Management sold out of Columbia India Consumer ETF (INCO) in Q4 2024, closing a stake of 1,500 shares — an estimated $115K sold.

International Assets Investment Management first reported a position in INCO in Q3 2024 and held it in 1 quarter. The position peaked at $115K in Q3 2024. 77 funds tracked by Wall St. Rank hold INCO as of Q4 2024.

International Assets Investment Management reported no remaining Columbia India Consumer ETF position as of Q4 2024 after selling out during the quarter.
International Assets Investment Management sold 1,500 Columbia India Consumer ETF shares in Q4 2024, an estimated $115K.
International Assets Investment Management first reported a position in Columbia India Consumer ETF in Q3 2024 and held it in 1 quarter.
International Assets Investment Management's Columbia India Consumer ETF position peaked at $115K in Q3 2024.
77 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.