AssetMark Inc
EQIN

AssetMark Inc’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

AssetMark Inc’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
2025
Q2 		– Sell
-1,177
Closed -$53.9K – 3138
2025
Q1 		$53.9K Buy
1,177
+893
+314% +$40.7K ﹤0.01% 1428
2024
Q4 		$12.6K Buy
+284
New +$13.3K ﹤0.01% 1749

Other funds holding EQIN

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

AssetMark Inc's EQIN Position: Q2 2025 in Review

AssetMark Inc sold out of Columbia U.S. Equity Income ETF (EQIN) in Q2 2025, closing a stake of 1,177 shares — an estimated $53.9K sold.

AssetMark Inc first reported a position in EQIN in Q4 2024 and held it in 2 quarters. The position peaked at $53.9K in Q1 2025. 39 funds tracked by Wall St. Rank hold EQIN as of Q2 2025.

  • AssetMark Inc reported no remaining Columbia U.S. Equity Income ETF position as of Q2 2025 after selling out during the quarter.
  • AssetMark Inc sold 1,177 Columbia U.S. Equity Income ETF shares in Q2 2025, an estimated $53.9K.
  • AssetMark Inc first reported a position in Columbia U.S. Equity Income ETF in Q4 2024 and held it in 2 quarters.
  • AssetMark Inc's Columbia U.S. Equity Income ETF position peaked at $53.9K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q2 2025.

Based on AssetMark Inc's 13F filing for Q2 2025, filed 4 Aug 2025.