AWP
EQIN

Axis Wealth Partners’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Axis Wealth Partners’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 		$1.28M Buy
26,091
+489
+2% +$24.3K 0.68% 44
2025
Q4 		$1.22M Sell
25,602
-568
-2% -$26.6K 0.67% 44
2025
Q3 		$1.22M Buy
+26,170
New +$1.19M 0.72% 42

Other funds holding EQIN

LPL Financial
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
Stifel Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Axis Wealth Partners's EQIN Position: Q1 2026 in Review

Axis Wealth Partners increased its Columbia U.S. Equity Income ETF (EQIN) stake by 1.9% in Q1 2026, buying an estimated $24.3K and bringing the position to 26,091 shares worth $1.28M. The position accounts for 0.68% of the portfolio, ranked #44.

Axis Wealth Partners first reported a position in EQIN in Q3 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold EQIN as of Q1 2026.

  • Axis Wealth Partners held 26,091 shares of Columbia U.S. Equity Income ETF worth $1.28M as of Q1 2026.
  • Axis Wealth Partners bought 489 Columbia U.S. Equity Income ETF shares in Q1 2026, an estimated $24.3K.
  • Columbia U.S. Equity Income ETF made up 0.68% of Axis Wealth Partners's portfolio in Q1 2026, its #44 holding.
  • Axis Wealth Partners first reported a position in Columbia U.S. Equity Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.