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

Amara 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 Q3	$1.39M	Sell	27,114 -1,595	-6%	-$85.1K	0.81%	19
2026 Q2	$1.47M	Buy	28,709 +846	+3%	+$42.8K	0.88%	18
2026 Q1	$1.37M	Sell	27,863 -700	-2%	-$34.8K	0.94%	19
2025 Q4	$1.36M	Sell	28,563 -1,992	-7%	-$93.2K	0.94%	18
2025 Q3	$1.43M	Buy	+30,555	New	+$1.39M	1.05%	16

Other funds holding EQIN

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $744M AUM 23.15% 1-Year Est. Return

Westside Investment Management Santa Monica, California $785M AUM 29.89% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $423M AUM 27.93% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

Amara Financial's EQIN Position: Q3 2026 in Review

Amara Financial reduced its Columbia U.S. Equity Income ETF (EQIN) stake by 5.6% in Q3 2026, selling an estimated $85.1K and leaving 27,114 shares worth $1.39M. The position accounts for 0.81% of the portfolio, ranked #19.

Amara Financial first reported a position in EQIN in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.47M in Q2 2026. 18 funds tracked by Wall St. Rank hold EQIN as of Q3 2026.

Amara Financial held 27,114 shares of Columbia U.S. Equity Income ETF worth $1.39M as of Q3 2026.
Amara Financial sold 1,595 Columbia U.S. Equity Income ETF shares in Q3 2026, an estimated $85.1K.
Columbia U.S. Equity Income ETF made up 0.81% of Amara Financial's portfolio in Q3 2026, its #19 holding.
Amara Financial first reported a position in Columbia U.S. Equity Income ETF in Q3 2025 and has held it in 5 quarters since.
Amara Financial's Columbia U.S. Equity Income ETF position peaked at $1.47M in Q2 2026.
18 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q3 2026.

Based on Amara Financial's 13F filing for Q3 2026, filed 9 Nov 2026.