Congress Wealth Management’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Congress Wealth Management’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
2025 Q2	$429K	Buy	+9,514	New	+$418K	﹤0.01%	971

Other funds holding EQIN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SFS

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GIA

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Congress Wealth Management's EQIN Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Columbia U.S. Equity Income ETF (EQIN) in Q2 2025: 9,514 shares worth $429K. The stake represents ﹤0.01% of the portfolio and ranks #971 among its holdings.

39 funds tracked by Wall St. Rank hold EQIN as of Q2 2025.

Congress Wealth Management held 9,514 shares of Columbia U.S. Equity Income ETF worth $429K as of Q2 2025.
Columbia U.S. Equity Income ETF was a new Congress Wealth Management position in Q2 2025.
Columbia U.S. Equity Income ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #971 holding.
39 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.