LWM
INCO icon

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
Q2 		$269K Hold
4,512
– – 0.02% 204
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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TI
tru Independence Portland, Oregon $229M AUM 22.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lyell Wealth Management's INCO Position: Q2 2026 in Review

Lyell Wealth Management held its Columbia India Consumer ETF (INCO) position steady in Q2 2026 at 4,512 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #204.

Lyell Wealth Management first reported a position in INCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $293K in Q2 2025. 57 funds tracked by Wall St. Rank hold INCO as of Q2 2026.

  • Lyell Wealth Management held 4,512 shares of Columbia India Consumer ETF worth $269K as of Q2 2026.
  • Lyell Wealth Management left its Columbia India Consumer ETF share count unchanged in Q2 2026.
  • Columbia India Consumer ETF made up 0.02% of Lyell Wealth Management's portfolio in Q2 2026, its #204 holding.
  • Lyell Wealth Management first reported a position in Columbia India Consumer ETF in Q2 2025 and has held it in 5 quarters since.
  • Lyell Wealth Management's Columbia India Consumer ETF position peaked at $293K in Q2 2025.
  • 57 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.