AWM
EQIN

Aspire Wealth Management’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Aspire Wealth 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
2024
Q3 		$35.9K Hold
759
– – 0.02% 155
2024
Q2 		$33.4K Buy
+759
New +$33.2K 0.02% 145

Other funds holding EQIN

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RFN
Redwood Financial Network Solon, Ohio $153M AUM 17.17% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aspire Wealth Management's EQIN Position: Q3 2024 in Review

Aspire Wealth Management held its Columbia U.S. Equity Income ETF (EQIN) position steady in Q3 2024 at 759 shares worth $35.9K. The position accounts for 0.02% of the portfolio, ranked #155.

Aspire Wealth Management first reported a position in EQIN in Q2 2024 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold EQIN as of Q3 2024.

  • Aspire Wealth Management held 759 shares of Columbia U.S. Equity Income ETF worth $35.9K as of Q3 2024.
  • Aspire Wealth Management left its Columbia U.S. Equity Income ETF share count unchanged in Q3 2024.
  • Columbia U.S. Equity Income ETF made up 0.02% of Aspire Wealth Management's portfolio in Q3 2024, its #155 holding.
  • Aspire Wealth Management first reported a position in Columbia U.S. Equity Income ETF in Q2 2024 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.