Carroll Financial Associates’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Carroll Financial Associates’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
2021 Q4	$6K	Hold	167	–	–	﹤0.01%	1313
2021 Q3	$5K	Hold	167	–	–	﹤0.01%	1385
2021 Q2	$6K	Hold	167	–	–	﹤0.01%	1413
2021 Q1	$5K	Hold	167	–	–	﹤0.01%	1382
2020 Q4	$4K	Hold	167	–	–	﹤0.01%	1309
2020 Q3	$4K	Hold	167	–	–	﹤0.01%	1250
2020 Q2	$4K	Hold	167	–	–	﹤0.01%	1263
2020 Q1	$3K	Sell	167 -84	-33%	-$2.3K	﹤0.01%	1262
2019 Q4	$7K	Hold	251	–	–	﹤0.01%	1189
2019 Q3	$7K	Hold	251	–	–	﹤0.01%	1131
2019 Q2	$6K	Hold	251	–	–	﹤0.01%	1172
2019 Q1	$6K	Hold	251	–	–	﹤0.01%	1084
2018 Q4	$6K	Hold	251	–	–	﹤0.01%	1004
2018 Q3	$7K	Hold	251	–	–	﹤0.01%	1010
2018 Q2	$7K	Hold	251	–	–	﹤0.01%	968
2018 Q1	$7K	Buy	251 +16	+7%	+$482	﹤0.01%	945
2017 Q4	$6K	Hold	235	–	–	﹤0.01%	975
2017 Q3	$7K	Buy	235 +167	+246%	+$4.93K	﹤0.01%	919
2017 Q2	$1K	Buy	+68	New	+$1.97K	﹤0.01%	1162

Other funds holding EQIN

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carroll Financial Associates's EQIN Position: Q4 2021 in Review

Carroll Financial Associates held its Columbia U.S. Equity Income ETF (EQIN) position steady in Q4 2021 at 167 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Carroll Financial Associates first reported a position in EQIN in Q2 2017 and has held it in 19 quarters since. The position peaked at $7K in Q4 2019. 10 funds tracked by Wall St. Rank hold EQIN as of Q4 2021.

Carroll Financial Associates held 167 shares of Columbia U.S. Equity Income ETF worth $6K as of Q4 2021.
Carroll Financial Associates left its Columbia U.S. Equity Income ETF share count unchanged in Q4 2021.
Columbia U.S. Equity Income ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1313 holding.
Carroll Financial Associates first reported a position in Columbia U.S. Equity Income ETF in Q2 2017 and has held it in 19 quarters since.
Carroll Financial Associates's Columbia U.S. Equity Income ETF position peaked at $7K in Q4 2019.
10 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.