Valley National Advisers’s Columbia India Consumer ETF INCO Stock Holding History

Valley National Advisers’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
2026 Q2	$33.9K	Hold	569	–	–	﹤0.01%	453
2026 Q1	$31K	Hold	569	–	–	﹤0.01%	447
2025 Q4	$36K	Hold	569	–	–	0.01%	433
2025 Q3	$36K	Hold	569	–	–	0.01%	416
2025 Q2	$36K	Hold	569	–	–	0.01%	412
2025 Q1	$33K	Sell	569 -449	-44%	-$27K	0.01%	425
2024 Q4	$65K	Hold	1,018	–	–	0.01%	328
2024 Q3	$78K	Buy	1,018 +446	+78%	+$32.8K	0.01%	304
2024 Q2	$39K	Hold	572	–	–	0.01%	431
2024 Q1	$36K	Buy	572 +78	+16%	+$4.78K	0.01%	451
2023 Q4	$29K	Hold	494	–	–	﹤0.01%	484
2023 Q3	$26K	Hold	494	–	–	﹤0.01%	462
2023 Q2	$26K	Buy	+494	New	+$23.9K	﹤0.01%	470
2019 Q4	–	Sell	-200	Closed	-$8K	–	779
2019 Q3	$8K	Hold	200	–	–	﹤0.01%	534
2019 Q2	$8K	Hold	200	–	–	﹤0.01%	502
2019 Q1	$8K	Hold	200	–	–	﹤0.01%	501
2018 Q4	$9K	Hold	200	–	–	﹤0.01%	460
2018 Q3	$8K	Buy	+200	New	+$9.2K	﹤0.01%	457

Other funds holding INCO

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Valley National Advisers's INCO Position: Q2 2026 in Review

Valley National Advisers held its Columbia India Consumer ETF (INCO) position steady in Q2 2026 at 569 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Valley National Advisers first reported a position in INCO in Q3 2018 and has held it in 18 quarters since. The position peaked at $78K in Q3 2024. 58 funds tracked by Wall St. Rank hold INCO as of Q2 2026.

Valley National Advisers held 569 shares of Columbia India Consumer ETF worth $33.9K as of Q2 2026.
Valley National Advisers left its Columbia India Consumer ETF share count unchanged in Q2 2026.
Columbia India Consumer ETF made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #453 holding.
Valley National Advisers first reported a position in Columbia India Consumer ETF in Q3 2018 and has held it in 18 quarters since.
Valley National Advisers's Columbia India Consumer ETF position peaked at $78K in Q3 2024.
58 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.