FA
EQIN

Fermata Advisors’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Fermata Advisors’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
Q1 		– Sell
-5,054
Closed -$224K – 306
2024
Q4 		$224K Buy
5,054
+49
+1% +$2.3K 0.04% 241
2024
Q3 		$237K Buy
5,005
+14
+0.3% +$636 0.05% 216
2024
Q2 		$219K Buy
4,991
+452
+10% +$19.8K 0.05% 207
2024
Q1 		$202K Buy
+4,539
New +$190K 0.05% 198

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
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Fermata Advisors's EQIN Position: Q1 2025 in Review

Fermata Advisors sold out of Columbia U.S. Equity Income ETF (EQIN) in Q1 2025, closing a stake of 5,054 shares — an estimated $224K sold.

Fermata Advisors first reported a position in EQIN in Q1 2024 and held it in 4 quarters. The position peaked at $237K in Q3 2024. 37 funds tracked by Wall St. Rank hold EQIN as of Q1 2025.

  • Fermata Advisors reported no remaining Columbia U.S. Equity Income ETF position as of Q1 2025 after selling out during the quarter.
  • Fermata Advisors sold 5,054 Columbia U.S. Equity Income ETF shares in Q1 2025, an estimated $224K.
  • Fermata Advisors first reported a position in Columbia U.S. Equity Income ETF in Q1 2024 and held it in 4 quarters.
  • Fermata Advisors's Columbia U.S. Equity Income ETF position peaked at $237K in Q3 2024.
  • 37 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q1 2025.

Based on Fermata Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.