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Wingate Wealth Advisors’s Columbia India Consumer ETF INCO Stock Holding History

Wingate Wealth Advisors’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
Q1 		– Sell
-356
Closed -$23K – 248
2024
Q4 		$23K Buy
+356
New +$24.6K 0.02% 271

Other funds holding INCO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wingate Wealth Advisors's INCO Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Columbia India Consumer ETF (INCO) in Q1 2025, closing a stake of 356 shares — an estimated $23K sold.

Wingate Wealth Advisors first reported a position in INCO in Q4 2024 and held it in 1 quarter. The position peaked at $23K in Q4 2024. 78 funds tracked by Wall St. Rank hold INCO as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Columbia India Consumer ETF position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 356 Columbia India Consumer ETF shares in Q1 2025, an estimated $23K.
  • Wingate Wealth Advisors first reported a position in Columbia India Consumer ETF in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Columbia India Consumer ETF position peaked at $23K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.