Principal Securities’s Columbia India Consumer ETF INCO Stock Holding History

Principal Securities’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 Q4	–	Sell	-980	Closed	-$63.4K	–	2407
2025 Q3	$63.4K	Sell	980 -76	-7%	-$4.94K	﹤0.01%	1836
2025 Q2	$68.5K	Sell	1,056 -2,372	-69%	-$150K	﹤0.01%	1727
2025 Q1	$221K	Hold	3,428	–	–	﹤0.01%	1086
2024 Q4	$221K	Buy	3,428 +12	+0.4%	+$831	0.01%	1086
2024 Q3	$263K	Buy	3,416 +3,183	+1,366%	+$234K	0.01%	997
2024 Q2	$16.3K	Buy	+233	New	+$15.4K	﹤0.01%	2170

Other funds holding INCO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

tru Independence Portland, Oregon $229M AUM 22.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

KIA

Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return

Principal Securities's INCO Position: Q4 2025 in Review

Principal Securities sold out of Columbia India Consumer ETF (INCO) in Q4 2025, closing a stake of 980 shares — an estimated $63.4K sold.

Principal Securities first reported a position in INCO in Q2 2024 and held it in 6 quarters. The position peaked at $263K in Q3 2024. 67 funds tracked by Wall St. Rank hold INCO as of Q4 2025.

Principal Securities reported no remaining Columbia India Consumer ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 980 Columbia India Consumer ETF shares in Q4 2025, an estimated $63.4K.
Principal Securities first reported a position in Columbia India Consumer ETF in Q2 2024 and held it in 6 quarters.
Principal Securities's Columbia India Consumer ETF position peaked at $263K in Q3 2024.
67 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.