Advisornet Financial’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Advisornet Financial’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
2022 Q3	–	Sell	-3	Closed	–	–	2072
2022 Q2	$0	Hold	3	–	–	﹤0.01%	2179
2022 Q1	$0	Hold	3	–	–	﹤0.01%	2245
2021 Q4	$0	Hold	3	–	–	﹤0.01%	2163
2021 Q3	$0	Hold	3	–	–	﹤0.01%	2021
2021 Q2	$0	Sell	3 -1,668	-100%	-$60.9K	﹤0.01%	1878
2021 Q1	$58K	Hold	1,671	–	–	﹤0.01%	899
2020 Q4	$50K	Sell	1,671 -284	-15%	-$7.98K	﹤0.01%	870
2020 Q3	$49K	Buy	1,955 +16	+0.8%	+$408	﹤0.01%	855
2020 Q2	$48K	Buy	1,939 +16	+0.8%	+$376	﹤0.01%	874
2020 Q1	$40K	Hold	1,923	–	–	﹤0.01%	875
2019 Q4	$59K	Buy	1,923 +323	+20%	+$9.5K	0.01%	845
2019 Q3	$45K	Buy	+1,600	New	+$44.2K	﹤0.01%	947

Other funds holding EQIN

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SAM

Silverhawk Asset Management Scottsdale, Arizona $122M AUM 10.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Advisornet Financial's EQIN Position: Q3 2022 in Review

Advisornet Financial sold out of Columbia U.S. Equity Income ETF (EQIN) in Q3 2022, closing a stake of 3 shares.

Advisornet Financial first reported a position in EQIN in Q3 2019 and held it in 12 quarters. The position peaked at $59K in Q4 2019. 12 funds tracked by Wall St. Rank hold EQIN as of Q3 2022.

Advisornet Financial reported no remaining Columbia U.S. Equity Income ETF position as of Q3 2022 after selling out during the quarter.
Advisornet Financial sold 3 Columbia U.S. Equity Income ETF shares in Q3 2022.
Advisornet Financial first reported a position in Columbia U.S. Equity Income ETF in Q3 2019 and held it in 12 quarters.
Advisornet Financial's Columbia U.S. Equity Income ETF position peaked at $59K in Q4 2019.
12 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q3 2022.

Based on Advisornet Financial's 13F filing for Q3 2022, filed 4 Oct 2022.