Key Client Fiduciary Advisors’s Columbia India Consumer ETF INCO Stock Holding History

Key Client Fiduciary Advisors’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	-2,928	Closed	-$225K	–	201
2024 Q3	$225K	Buy	+2,928	New	+$215K	0.1%	179

Other funds holding INCO

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

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

OMC

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

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

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

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

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Key Client Fiduciary Advisors's INCO Position: Q4 2024 in Review

Key Client Fiduciary Advisors sold out of Columbia India Consumer ETF (INCO) in Q4 2024, closing a stake of 2,928 shares — an estimated $225K sold.

Key Client Fiduciary Advisors first reported a position in INCO in Q3 2024 and held it in 1 quarter. The position peaked at $225K in Q3 2024. 77 funds tracked by Wall St. Rank hold INCO as of Q4 2024.

Key Client Fiduciary Advisors reported no remaining Columbia India Consumer ETF position as of Q4 2024 after selling out during the quarter.
Key Client Fiduciary Advisors sold 2,928 Columbia India Consumer ETF shares in Q4 2024, an estimated $225K.
Key Client Fiduciary Advisors first reported a position in Columbia India Consumer ETF in Q3 2024 and held it in 1 quarter.
Key Client Fiduciary Advisors's Columbia India Consumer ETF position peaked at $225K in Q3 2024.
77 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q4 2024.

Based on Key Client Fiduciary Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.