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
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 $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 $2.7B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Collier Financial's EQIN Position: Q1 2026 in Review

Collier Financial reduced its Columbia U.S. Equity Income ETF (EQIN) stake by 5.2% in Q1 2026, selling an estimated $12.7K and leaving 4,673 shares worth $230K. The position accounts for 0.18% of the portfolio, ranked #35.

Collier Financial first reported a position in EQIN in Q4 2024 and has held it in 5 quarters since. The position peaked at $303K in Q4 2024. 49 funds tracked by Wall St. Rank hold EQIN as of Q1 2026.

  • Collier Financial held 4,673 shares of Columbia U.S. Equity Income ETF worth $230K as of Q1 2026.
  • Collier Financial sold 256 Columbia U.S. Equity Income ETF shares in Q1 2026, an estimated $12.7K.
  • Columbia U.S. Equity Income ETF made up 0.18% of Collier Financial's portfolio in Q1 2026, its #35 holding.
  • Collier Financial first reported a position in Columbia U.S. Equity Income ETF in Q4 2024 and has held it in 5 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 Q1 2026.

Based on Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.