CF
EQIN

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

Collier Financial’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 		$240K Buy
4,681
+8
+0.2% +$404 0.16% 40
2026
Q1 		$230K Sell
4,673
-256
-5% -$12.7K 0.18% 35
2025
Q4 		$234K Sell
4,929
-510
-9% -$23.9K 0.18% 36
2025
Q3 		$254K Buy
+5,439
New +$248K 0.19% 36
2025
Q1 		$263K Sell
5,751
-1,082
-16% -$49.3K 0.22% 33
2024
Q4 		$303K Buy
+6,833
New +$321K 0.27% 30

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
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 $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Collier Financial's EQIN Position: Q2 2026 in Review

Collier Financial increased its Columbia U.S. Equity Income ETF (EQIN) stake by 0.17% in Q2 2026, buying an estimated $404 and bringing the position to 4,681 shares worth $240K. The position accounts for 0.16% of the portfolio, ranked #40.

Collier Financial first reported a position in EQIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $303K in Q4 2024. 49 funds tracked by Wall St. Rank hold EQIN as of Q2 2026.

  • Collier Financial held 4,681 shares of Columbia U.S. Equity Income ETF worth $240K as of Q2 2026.
  • Collier Financial bought 8 Columbia U.S. Equity Income ETF shares in Q2 2026, an estimated $404.
  • Columbia U.S. Equity Income ETF made up 0.16% of Collier Financial's portfolio in Q2 2026, its #40 holding.
  • Collier Financial first reported a position in Columbia U.S. Equity Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Collier Financial's Columbia U.S. Equity Income ETF position peaked at $303K in Q4 2024.
  • 49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q2 2026.

Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.