AI
EQIN

Atria Investments’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Atria Investments’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
Q4 		– Sell
-7,198
Closed -$341K – 2012
2024
Q3 		$341K Sell
7,198
-375
-5% -$17K ﹤0.01% 1550
2024
Q2 		$333K Buy
+7,573
New +$331K ﹤0.01% 1529

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Atria Investments's EQIN Position: Q4 2024 in Review

Atria Investments sold out of Columbia U.S. Equity Income ETF (EQIN) in Q4 2024, closing a stake of 7,198 shares — an estimated $341K sold.

Atria Investments first reported a position in EQIN in Q2 2024 and held it in 2 quarters. The position peaked at $341K in Q3 2024. 40 funds tracked by Wall St. Rank hold EQIN as of Q4 2024.

  • Atria Investments reported no remaining Columbia U.S. Equity Income ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 7,198 Columbia U.S. Equity Income ETF shares in Q4 2024, an estimated $341K.
  • Atria Investments first reported a position in Columbia U.S. Equity Income ETF in Q2 2024 and held it in 2 quarters.
  • Atria Investments's Columbia U.S. Equity Income ETF position peaked at $341K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.