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Lyell Wealth Management’s Columbia India Consumer ETF INCO Stock Holding History

Lyell Wealth 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
2026
Q1 		$248K Hold
4,512
– – 0.02% 196
2025
Q4 		$292K Hold
4,512
– – 0.02% 186
2025
Q3 		$292K Hold
4,512
– – 0.02% 186
2025
Q2 		$293K Buy
+4,512
New +$285K 0.02% 183

Other funds holding INCO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
TI
tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

Lyell Wealth Management's INCO Position: Q1 2026 in Review

Lyell Wealth Management held its Columbia India Consumer ETF (INCO) position steady in Q1 2026 at 4,512 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #196.

Lyell Wealth Management first reported a position in INCO in Q2 2025 and has held it in 4 quarters since. The position peaked at $293K in Q2 2025. 60 funds tracked by Wall St. Rank hold INCO as of Q1 2026.

  • Lyell Wealth Management held 4,512 shares of Columbia India Consumer ETF worth $248K as of Q1 2026.
  • Lyell Wealth Management left its Columbia India Consumer ETF share count unchanged in Q1 2026.
  • Columbia India Consumer ETF made up 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #196 holding.
  • Lyell Wealth Management first reported a position in Columbia India Consumer ETF in Q2 2025 and has held it in 4 quarters since.
  • Lyell Wealth Management's Columbia India Consumer ETF position peaked at $293K in Q2 2025.
  • 60 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.