Envestnet Asset Management
EQIN

Envestnet Asset Management’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Envestnet Asset 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 		$408K Buy
7,954
+132
+2% +$6.67K ﹤0.01% 4236
2026
Q1 		$384K Sell
7,822
-1,084
-12% -$53.9K ﹤0.01% 4123
2025
Q4 		$423K Buy
8,906
+1,273
+17% +$59.6K ﹤0.01% 3816
2025
Q3 		$356K Buy
7,633
+2,037
+36% +$93K ﹤0.01% 3977
2025
Q2 		$252K Buy
+5,596
New +$246K ﹤0.01% 4117

Other funds holding EQIN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Amara Financial San Francisco, California $167M AUM 21.06% 1-Year Est. Return
MP
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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Envestnet Asset Management's EQIN Position: Q2 2026 in Review

Envestnet Asset Management increased its Columbia U.S. Equity Income ETF (EQIN) stake by 1.7% in Q2 2026, buying an estimated $6.67K and bringing the position to 7,954 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #4236.

Envestnet Asset Management first reported a position in EQIN in Q2 2025 and has held it in 5 quarters since. The position peaked at $423K in Q4 2025. 23 funds tracked by Wall St. Rank hold EQIN as of Q2 2026.

  • Envestnet Asset Management held 7,954 shares of Columbia U.S. Equity Income ETF worth $408K as of Q2 2026.
  • Envestnet Asset Management bought 132 Columbia U.S. Equity Income ETF shares in Q2 2026, an estimated $6.67K.
  • Columbia U.S. Equity Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4236 holding.
  • Envestnet Asset Management first reported a position in Columbia U.S. Equity Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Envestnet Asset Management's Columbia U.S. Equity Income ETF position peaked at $423K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.