Merit Financial Group’s Columbia India Consumer ETF INCO Stock Holding History

Merit Financial Group’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	$594K	Sell	9,966 -1,673	-14%	-$97.9K	﹤0.01%	1398
2026 Q1	$640K	Sell	11,639 -374	-3%	-$22.9K	﹤0.01%	1225
2025 Q4	$779K	Sell	12,013 -2,299	-16%	-$149K	0.01%	1053
2025 Q3	$925K	Sell	14,312 -809	-5%	-$52.5K	0.01%	899
2025 Q2	$981K	Buy	15,121 +1,276	+9%	+$80.7K	0.01%	798
2025 Q1	$824K	Buy	13,845 +2,131	+18%	+$128K	0.01%	726
2024 Q4	$755K	Sell	11,714 -4,583	-28%	-$317K	0.01%	578
2024 Q3	$1.25M	Sell	16,297 -4,250	-21%	-$312K	0.03%	363
2024 Q2	$1.44M	Buy	20,547 +876	+4%	+$58.1K	0.03%	334
2024 Q1	$1.29M	Buy	+19,671	New	+$1.21M	0.03%	342

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

Merit Financial Group's INCO Position: Q2 2026 in Review

Merit Financial Group reduced its Columbia India Consumer ETF (INCO) stake by 14% in Q2 2026, selling an estimated $97.9K and leaving 9,966 shares worth $594K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Merit Financial Group first reported a position in INCO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.44M in Q2 2024. 58 funds tracked by Wall St. Rank hold INCO as of Q2 2026.

Merit Financial Group held 9,966 shares of Columbia India Consumer ETF worth $594K as of Q2 2026.
Merit Financial Group sold 1,673 Columbia India Consumer ETF shares in Q2 2026, an estimated $97.9K.
Columbia India Consumer ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1398 holding.
Merit Financial Group first reported a position in Columbia India Consumer ETF in Q1 2024 and has held it in 10 quarters since.
Merit Financial Group's Columbia India Consumer ETF position peaked at $1.44M in Q2 2024.
58 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.