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 New York $1.89T AUM 35.08% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $513M AUM 48.98% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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.