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

Perennial 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	-3,262	Closed	-$210K	–	452
2024 Q4	$210K	Sell	3,262 -9,324	-74%	-$645K	0.02%	374
2024 Q3	$968K	Buy	12,586 +684	+6%	+$50.3K	0.13%	142
2024 Q2	$832K	Sell	11,902 -642	-5%	-$42.5K	0.12%	143
2024 Q1	$803K	Buy	+12,544	New	+$769K	0.12%	139

Other funds holding INCO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Perennial Investment Advisors sold out of Columbia India Consumer ETF (INCO) in Q1 2025, closing a stake of 3,262 shares — an estimated $210K sold.

Perennial Investment Advisors first reported a position in INCO in Q1 2024 and held it in 4 quarters. The position peaked at $968K in Q3 2024. 78 funds tracked by Wall St. Rank hold INCO as of Q1 2025.

Perennial Investment Advisors reported no remaining Columbia India Consumer ETF position as of Q1 2025 after selling out during the quarter.
Perennial Investment Advisors sold 3,262 Columbia India Consumer ETF shares in Q1 2025, an estimated $210K.
Perennial Investment Advisors first reported a position in Columbia India Consumer ETF in Q1 2024 and held it in 4 quarters.
Perennial Investment Advisors's Columbia India Consumer ETF position peaked at $968K in Q3 2024.
78 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q1 2025.

Based on Perennial Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.