Western Wealth Management’s Columbia India Consumer ETF INCO Stock Holding History

Western Wealth 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
2026 Q2	$259K	Sell	4,349 -170	-4%	-$9.95K	0.01%	876
2026 Q1	$248K	Sell	4,519 -117	-3%	-$7.17K	0.01%	855
2025 Q4	$300K	Buy	4,636 +446	+11%	+$29K	0.01%	658
2025 Q3	$271K	Hold	4,190	–	–	0.01%	630
2025 Q2	$272K	Sell	4,190 -92	-2%	-$5.82K	0.02%	582
2025 Q1	$255K	Sell	4,282 -28	-0.6%	-$1.69K	0.02%	577
2024 Q4	$278K	Buy	4,310 +85	+2%	+$5.88K	0.01%	637
2024 Q3	$325K	Buy	4,225 +772	+22%	+$56.7K	0.02%	574
2024 Q2	$241K	Buy	+3,453	New	+$229K	0.02%	566

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

Western Wealth Management's INCO Position: Q2 2026 in Review

Western Wealth Management reduced its Columbia India Consumer ETF (INCO) stake by 3.8% in Q2 2026, selling an estimated $9.95K and leaving 4,349 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #876.

Western Wealth Management first reported a position in INCO in Q2 2024 and has held it in 9 quarters since. The position peaked at $325K in Q3 2024. 58 funds tracked by Wall St. Rank hold INCO as of Q2 2026.

Western Wealth Management held 4,349 shares of Columbia India Consumer ETF worth $259K as of Q2 2026.
Western Wealth Management sold 170 Columbia India Consumer ETF shares in Q2 2026, an estimated $9.95K.
Columbia India Consumer ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #876 holding.
Western Wealth Management first reported a position in Columbia India Consumer ETF in Q2 2024 and has held it in 9 quarters since.
Western Wealth Management's Columbia India Consumer ETF position peaked at $325K in Q3 2024.
58 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.