Commonwealth Equity Services’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Commonwealth Equity Services’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	$2.66M	Buy	51,798 +5,986	+13%	+$303K	﹤0.01%	1874
2026 Q1	$2.25M	Buy	45,812 +1,257	+3%	+$62.5K	﹤0.01%	1911
2025 Q4	$2.12M	Sell	44,555 -649	-1%	-$30.4K	﹤0.01%	1930
2025 Q3	$2.11M	Sell	45,204 -7,167	-14%	-$327K	﹤0.01%	1958
2025 Q2	$2.36M	Buy	52,371 +18,807	+56%	+$826K	﹤0.01%	1860
2025 Q1	$1.54M	Buy	33,564 +11,028	+49%	+$503K	﹤0.01%	2117
2024 Q4	$999K	Buy	22,536 +6,679	+42%	+$313K	﹤0.01%	2386
2024 Q3	$751K	Buy	15,857 +8,936	+129%	+$406K	﹤0.01%	2565
2024 Q2	$304K	Buy	6,921 +1,386	+25%	+$60.6K	﹤0.01%	3279
2024 Q1	$247K	Buy	+5,535	New	+$232K	﹤0.01%	3458

Other funds holding EQIN

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

AWP

Axis Wealth Partners East Providence, Rhode Island $208M AUM 18.75% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Commonwealth Equity Services's EQIN Position: Q2 2026 in Review

Commonwealth Equity Services increased its Columbia U.S. Equity Income ETF (EQIN) stake by 13% in Q2 2026, buying an estimated $303K and bringing the position to 51,798 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Commonwealth Equity Services first reported a position in EQIN in Q1 2024 and has held it in 10 quarters since. 16 funds tracked by Wall St. Rank hold EQIN as of Q2 2026.

Commonwealth Equity Services held 51,798 shares of Columbia U.S. Equity Income ETF worth $2.66M as of Q2 2026.
Commonwealth Equity Services bought 5,986 Columbia U.S. Equity Income ETF shares in Q2 2026, an estimated $303K.
Columbia U.S. Equity Income ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1874 holding.
Commonwealth Equity Services first reported a position in Columbia U.S. Equity Income ETF in Q1 2024 and has held it in 10 quarters since.
16 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.