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True Wealth Design’s Columbia India Consumer ETF INCO Stock Holding History

True Wealth Design’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
2024
Q2 		– Sell
-66
Closed -$4.22K – 805
2024
Q1 		$4.22K Buy
+66
New +$4.05K ﹤0.01% 288

Other funds holding INCO

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
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
ACM
Aubrey Capital Management Edinburgh, United Kingdom $160M AUM 57.12% 1-Year Est. Return

True Wealth Design's INCO Position: Q2 2024 in Review

True Wealth Design sold out of Columbia India Consumer ETF (INCO) in Q2 2024, closing a stake of 66 shares — an estimated $4.22K sold.

True Wealth Design first reported a position in INCO in Q1 2024 and held it in 1 quarter. The position peaked at $4.22K in Q1 2024. 57 funds tracked by Wall St. Rank hold INCO as of Q2 2024.

  • True Wealth Design reported no remaining Columbia India Consumer ETF position as of Q2 2024 after selling out during the quarter.
  • True Wealth Design sold 66 Columbia India Consumer ETF shares in Q2 2024, an estimated $4.22K.
  • True Wealth Design first reported a position in Columbia India Consumer ETF in Q1 2024 and held it in 1 quarter.
  • True Wealth Design's Columbia India Consumer ETF position peaked at $4.22K in Q1 2024.
  • 57 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q2 2024.

Based on True Wealth Design's 13F filing for Q2 2024, filed 14 Aug 2024.