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OneAscent Financial Services’s Columbia India Consumer ETF INCO Stock Holding History

OneAscent Financial Services’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
2025
Q2 		– Sell
-4,790
Closed -$285K – 553
2025
Q1 		$285K Buy
4,790
+285
+6% +$17.1K 0.02% 410
2024
Q4 		$290K Buy
+4,505
New +$312K 0.02% 367

Other funds holding INCO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TI
tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return

OneAscent Financial Services's INCO Position: Q2 2025 in Review

OneAscent Financial Services sold out of Columbia India Consumer ETF (INCO) in Q2 2025, closing a stake of 4,790 shares — an estimated $285K sold.

OneAscent Financial Services first reported a position in INCO in Q4 2024 and held it in 2 quarters. The position peaked at $290K in Q4 2024. 70 funds tracked by Wall St. Rank hold INCO as of Q2 2025.

  • OneAscent Financial Services reported no remaining Columbia India Consumer ETF position as of Q2 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 4,790 Columbia India Consumer ETF shares in Q2 2025, an estimated $285K.
  • OneAscent Financial Services first reported a position in Columbia India Consumer ETF in Q4 2024 and held it in 2 quarters.
  • OneAscent Financial Services's Columbia India Consumer ETF position peaked at $290K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q2 2025.

Based on OneAscent Financial Services's 13F filing for Q2 2025, filed 12 Aug 2025.