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Vivaldi Capital Management’s Columbia India Consumer ETF INCO Stock Holding History

Vivaldi Capital Management’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
Q3 		– Sell
-3,552
Closed -$230K – 295
2025
Q2 		$230K Buy
3,552
+35
+1% +$2.21K 0.03% 262
2025
Q1 		$209K Buy
+3,517
New +$212K 0.03% 258
2024
Q4 		– Sell
-3,340
Closed -$257K – 289
2024
Q3 		$257K Buy
+3,340
New +$245K 0.07% 177

Other funds holding INCO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TI
tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return

Vivaldi Capital Management's INCO Position: Q3 2025 in Review

Vivaldi Capital Management sold out of Columbia India Consumer ETF (INCO) in Q3 2025, closing a stake of 3,552 shares — an estimated $230K sold.

Vivaldi Capital Management first reported a position in INCO in Q3 2024 and held it in 3 quarters. The position peaked at $257K in Q3 2024. 64 funds tracked by Wall St. Rank hold INCO as of Q3 2025.

  • Vivaldi Capital Management reported no remaining Columbia India Consumer ETF position as of Q3 2025 after selling out during the quarter.
  • Vivaldi Capital Management sold 3,552 Columbia India Consumer ETF shares in Q3 2025, an estimated $230K.
  • Vivaldi Capital Management first reported a position in Columbia India Consumer ETF in Q3 2024 and held it in 3 quarters.
  • Vivaldi Capital Management's Columbia India Consumer ETF position peaked at $257K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q3 2025.

Based on Vivaldi Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.