CFM
EQIN

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

Cornerstone Financial 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
2026
Q2 		$1.41M Buy
27,466
+1,603
+6% +$81K 1.13% 26
2026
Q1 		$1.27M Sell
25,863
-193
-0.7% -$9.59K 1.17% 26
2025
Q4 		$1.24M Buy
+26,056
New +$1.22M 1.16% 26

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

Cornerstone Financial Management's EQIN Position: Q2 2026 in Review

Cornerstone Financial Management increased its Columbia U.S. Equity Income ETF (EQIN) stake by 6.2% in Q2 2026, buying an estimated $81K and bringing the position to 27,466 shares worth $1.41M. The position accounts for 1.13% of the portfolio, ranked #26.

Cornerstone Financial Management first reported a position in EQIN in Q4 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold EQIN as of Q2 2026.

  • Cornerstone Financial Management held 27,466 shares of Columbia U.S. Equity Income ETF worth $1.41M as of Q2 2026.
  • Cornerstone Financial Management bought 1,603 Columbia U.S. Equity Income ETF shares in Q2 2026, an estimated $81K.
  • Columbia U.S. Equity Income ETF made up 1.13% of Cornerstone Financial Management's portfolio in Q2 2026, its #26 holding.
  • Cornerstone Financial Management first reported a position in Columbia U.S. Equity Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.