CWA
EQIN

Carolina Wealth Advisors’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Carolina Wealth Advisors’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
Q1 		– Sell
-561
Closed -$24.9K – 318
2024
Q4 		$24.9K Sell
561
-199
-26% -$9.34K 0.01% 117
2024
Q3 		$36K Hold
760
– – 0.02% 131
2024
Q2 		$33.4K Sell
760
-45
-6% -$1.97K 0.02% 109
2024
Q1 		$35.8K Hold
805
– – 0.02% 115
2023
Q4 		$32.7K Buy
805
+54
+7% +$2.07K 0.02% 124
2023
Q3 		$28.1K Buy
751
+119
+19% +$4.59K 0.02% 135
2023
Q2 		$23.9K Hold
632
– – 0.01% 123
2023
Q1 		$23.8K Sell
632
-41
-6% -$1.56K 0.01% 124
2022
Q4 		$25K Buy
673
+128
+23% +$4.68K 0.02% 122
2022
Q3 		$18K Buy
545
+108
+25% +$3.88K 0.01% 128
2022
Q2 		$15K Sell
437
-568
-57% -$21.4K 0.01% 154
2022
Q1 		$39K Hold
1,005
– – 0.02% 133
2021
Q4 		$38K Buy
1,005
+322
+47% +$12K 0.02% 143
2021
Q3 		$24K Hold
683
– – 0.02% 156
2021
Q2 		$25K Hold
683
– – 0.02% 157
2021
Q1 		$24K Hold
683
– – 0.02% 163
2020
Q4 		$20K Buy
683
+72
+12% +$2.02K 0.02% 118
2020
Q3 		$15K Buy
+611
New +$15.6K 0.01% 115

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
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
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Carolina Wealth Advisors's EQIN Position: Q1 2025 in Review

Carolina Wealth Advisors sold out of Columbia U.S. Equity Income ETF (EQIN) in Q1 2025, closing a stake of 561 shares — an estimated $24.9K sold.

Carolina Wealth Advisors first reported a position in EQIN in Q3 2020 and held it in 18 quarters. The position peaked at $39K in Q1 2022. 37 funds tracked by Wall St. Rank hold EQIN as of Q1 2025.

  • Carolina Wealth Advisors reported no remaining Columbia U.S. Equity Income ETF position as of Q1 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 561 Columbia U.S. Equity Income ETF shares in Q1 2025, an estimated $24.9K.
  • Carolina Wealth Advisors first reported a position in Columbia U.S. Equity Income ETF in Q3 2020 and held it in 18 quarters.
  • Carolina Wealth Advisors's Columbia U.S. Equity Income ETF position peaked at $39K in Q1 2022.
  • 37 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q1 2025.

Based on Carolina Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.