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

Allworth 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
2026 Q1	$1.03M	Sell	20,988 -31	-0.1%	-$1.54K	﹤0.01%	705
2025 Q4	$998K	Buy	21,019 +7	+0%	+$328	﹤0.01%	699
2025 Q3	$981K	Buy	21,012 +7	+0%	+$319	﹤0.01%	678
2025 Q2	$946K	Sell	21,005 -214	-1%	-$9.4K	﹤0.01%	660
2025 Q1	$917K	Buy	21,219 +9,630	+83%	+$439K	0.01%	541
2024 Q4	$532K	Hold	11,589	–	–	﹤0.01%	676
2024 Q3	$549K	Hold	11,589	–	–	﹤0.01%	555
2024 Q2	$523K	Hold	11,589	–	–	﹤0.01%	560
2024 Q1	$516K	Hold	11,589	–	–	﹤0.01%	540
2023 Q4	$471K	Buy	11,589 +6,140	+113%	+$236K	﹤0.01%	532
2023 Q3	$204K	Hold	5,449	–	–	﹤0.01%	675
2023 Q2	$206K	Buy	5,449 +24	+0.4%	+$891	﹤0.01%	691
2023 Q1	$204K	Buy	5,425 +238	+5%	+$9.04K	﹤0.01%	649
2022 Q4	$194K	Buy	5,187 +4,939	+1,992%	+$181K	﹤0.01%	638
2022 Q3	$8K	Sell	248 -286	-54%	-$10.3K	﹤0.01%	1764
2022 Q2	$18K	Buy	+534	New	+$20.1K	﹤0.01%	1291

Other funds holding EQIN

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Allworth Financial's EQIN Position: Q1 2026 in Review

Allworth Financial reduced its Columbia U.S. Equity Income ETF (EQIN) stake by 0.15% in Q1 2026, selling an estimated $1.54K and leaving 20,988 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Allworth Financial first reported a position in EQIN in Q2 2022 and has held it in 16 quarters since. 49 funds tracked by Wall St. Rank hold EQIN as of Q1 2026.

Allworth Financial held 20,988 shares of Columbia U.S. Equity Income ETF worth $1.03M as of Q1 2026.
Allworth Financial sold 31 Columbia U.S. Equity Income ETF shares in Q1 2026, an estimated $1.54K.
Columbia U.S. Equity Income ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #705 holding.
Allworth Financial first reported a position in Columbia U.S. Equity Income ETF in Q2 2022 and has held it in 16 quarters since.
49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.