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Summit Wealth Group (Colorado)’s Columbia India Consumer ETF INCO Stock Holding History

Summit Wealth Group (Colorado)’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
-3,844
Closed -$330K – 437
2025
Q3 		$330K Buy
+3,844
New +$250K 0.03% 340

Other funds holding INCO

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TI
tru Independence Portland, Oregon $229M AUM 22.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HP
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

Summit Wealth Group (Colorado)'s INCO Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Columbia India Consumer ETF (INCO) in Q4 2025, closing a stake of 3,844 shares — an estimated $330K sold.

Summit Wealth Group (Colorado) first reported a position in INCO in Q3 2025 and held it in 1 quarter. The position peaked at $330K in Q3 2025. 67 funds tracked by Wall St. Rank hold INCO as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Columbia India Consumer ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 3,844 Columbia India Consumer ETF shares in Q4 2025, an estimated $330K.
  • Summit Wealth Group (Colorado) first reported a position in Columbia India Consumer ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Columbia India Consumer ETF position peaked at $330K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.