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Optimum Investment Advisors’s Columbia India Consumer ETF INCO Stock Holding History

Optimum Investment 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
2025
Q1 		– Sell
-300
Closed -$19.3K – 644
2024
Q4 		$19.3K Sell
300
-1,000
-77% -$69.2K 0.01% 432
2024
Q3 		$100K Buy
+1,300
New +$95.5K 0.04% 274
2015
Q1 		$187K Buy
+5,250
New +$189K 0.06% 293

Other funds holding INCO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Optimum Investment Advisors's INCO Position: Q1 2025 in Review

Optimum Investment Advisors sold out of Columbia India Consumer ETF (INCO) in Q1 2025, closing a stake of 300 shares — an estimated $19.3K sold.

Optimum Investment Advisors first reported a position in INCO in Q1 2015 and held it in 3 quarters. The position peaked at $187K in Q1 2015. 78 funds tracked by Wall St. Rank hold INCO as of Q1 2025.

  • Optimum Investment Advisors reported no remaining Columbia India Consumer ETF position as of Q1 2025 after selling out during the quarter.
  • Optimum Investment Advisors sold 300 Columbia India Consumer ETF shares in Q1 2025, an estimated $19.3K.
  • Optimum Investment Advisors first reported a position in Columbia India Consumer ETF in Q1 2015 and held it in 3 quarters.
  • Optimum Investment Advisors's Columbia India Consumer ETF position peaked at $187K in Q1 2015.
  • 78 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q1 2025.

Based on Optimum Investment Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.