Advantage Investment Management’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Advantage Investment Management’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
2019 Q3	$24K	Buy	840 +4	+0.5%	+$110	0.02%	487
2019 Q2	$23K	Hold	836	–	–	0.02%	510
2019 Q1	$23K	Buy	836 +132	+19%	+$3.51K	0.02%	498
2018 Q4	$17K	Buy	704 +622	+759%	+$17.2K	0.01%	550
2018 Q3	$2K	Buy	82 +49	+148%	+$1.48K	﹤0.01%	957
2018 Q2	$1K	Buy	+33	New	+$977	﹤0.01%	931

Other funds holding EQIN

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Advantage Investment Management's EQIN Position: Q3 2019 in Review

Advantage Investment Management increased its Columbia U.S. Equity Income ETF (EQIN) stake by 0.48% in Q3 2019, buying an estimated $110 and bringing the position to 840 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #487.

Advantage Investment Management first reported a position in EQIN in Q2 2018 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold EQIN as of Q3 2019.

Advantage Investment Management held 840 shares of Columbia U.S. Equity Income ETF worth $24K as of Q3 2019.
Advantage Investment Management bought 4 Columbia U.S. Equity Income ETF shares in Q3 2019, an estimated $110.
Columbia U.S. Equity Income ETF made up 0.02% of Advantage Investment Management's portfolio in Q3 2019, its #487 holding.
Advantage Investment Management first reported a position in Columbia U.S. Equity Income ETF in Q2 2018 and has held it in 6 quarters since.
11 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.