Carson Wealth (CWM LLC)
EQIN

Carson Wealth (CWM LLC)’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Carson Wealth (CWM LLC)’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 		$76.2K Hold
1,551
– – ﹤0.01% 3487
2025
Q4 		$74K Sell
1,551
-93
-6% -$4.35K ﹤0.01% 3308
2025
Q3 		$77K Sell
1,644
-6
-0.4% -$274 ﹤0.01% 3187
2025
Q2 		$74K Sell
1,650
-882
-35% -$38.8K ﹤0.01% 2968
2025
Q1 		$116K Sell
2,532
-15
-0.6% -$684 ﹤0.01% 2310
2024
Q4 		$113K Sell
2,547
-107
-4% -$5.02K ﹤0.01% 2208
2024
Q3 		$126K Buy
+2,654
New +$121K ﹤0.01% 2049
2024
Q2 		– Sell
-7,536
Closed -$336K – 5000
2024
Q1 		$336K Sell
7,536
-23,711
-76% -$994K ﹤0.01% 1289
2023
Q4 		$1.27M Buy
31,247
+1,733
+6% +$66.5K 0.01% 710
2023
Q3 		$1.11M Buy
29,514
+29,441
+40,330% +$1.14M 0.01% 704
2023
Q2 		$3K Buy
+73
New +$2.71K ﹤0.01% 3722

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 $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
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EQIN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Columbia U.S. Equity Income ETF (EQIN) position steady in Q1 2026 at 1,551 shares worth $76.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3487.

Carson Wealth (CWM LLC) first reported a position in EQIN in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.27M in Q4 2023. 49 funds tracked by Wall St. Rank hold EQIN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,551 shares of Columbia U.S. Equity Income ETF worth $76.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Columbia U.S. Equity Income ETF share count unchanged in Q1 2026.
  • Columbia U.S. Equity Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3487 holding.
  • Carson Wealth (CWM LLC) first reported a position in Columbia U.S. Equity Income ETF in Q2 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Columbia U.S. Equity Income ETF position peaked at $1.27M in Q4 2023.
  • 49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.