APFP
EQIN

Action Point Financial Planning’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Action Point Financial Planning’s Portfolio EQIN Stock Details EQIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.4K Buy
+300
New +$15.2K ﹤0.01% 1251

Other funds holding EQIN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Action Point Financial Planning's EQIN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Columbia U.S. Equity Income ETF (EQIN) in Q2 2026: 300 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #1251 among its holdings.

49 funds tracked by Wall St. Rank hold EQIN as of Q2 2026.

  • Action Point Financial Planning held 300 shares of Columbia U.S. Equity Income ETF worth $15.4K as of Q2 2026.
  • Columbia U.S. Equity Income ETF was a new Action Point Financial Planning position in Q2 2026.
  • Columbia U.S. Equity Income ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1251 holding.
  • 49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.