Axis Wealth Partners
EQIN icon

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
Q2 		$1.33M Sell
25,986
-105
-0.4% -$5.31K 0.64% 48
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 $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Gladstone Institutional Advisory
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.9B AUM 28.91% 1-Year Est. Return

Axis Wealth Partners's EQIN Position: Q2 2026 in Review

Axis Wealth Partners reduced its Columbia U.S. Equity Income ETF (EQIN) stake by 0.4% in Q2 2026, selling an estimated $5.31K and leaving 25,986 shares worth $1.33M. The position accounts for 0.64% of the portfolio, ranked #48.

Axis Wealth Partners first reported a position in EQIN in Q3 2025 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold EQIN as of Q2 2026.

  • Axis Wealth Partners held 25,986 shares of Columbia U.S. Equity Income ETF worth $1.33M as of Q2 2026.
  • Axis Wealth Partners sold 105 Columbia U.S. Equity Income ETF shares in Q2 2026, an estimated $5.31K.
  • Columbia U.S. Equity Income ETF made up 0.64% of Axis Wealth Partners's portfolio in Q2 2026, its #48 holding.
  • Axis Wealth Partners first reported a position in Columbia U.S. Equity Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.