Fermata Advisors
INEQ icon

Fermata Advisors’s Columbia International Equity Income ETF INEQ Stock Holding History

Fermata Advisors’s Portfolio INEQ Stock Details INEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16,901
Closed -$599K – 236
2025
Q2 		$599K Hold
16,901
– – 0.16% 122
2025
Q1 		$548K Buy
+16,901
New +$529K 0.1% 149

Other funds holding INEQ

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Financial Insights
Financial Insights Tacoma, Washington $394M AUM 16.93% 1-Year Est. Return
Westside Investment Management
Westside Investment Management Santa Monica, California $785M AUM 29.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Fermata Advisors's INEQ Position: Q3 2025 in Review

Fermata Advisors sold out of Columbia International Equity Income ETF (INEQ) in Q3 2025, closing a stake of 16,901 shares — an estimated $599K sold.

Fermata Advisors first reported a position in INEQ in Q1 2025 and held it in 2 quarters. The position peaked at $599K in Q2 2025. 23 funds tracked by Wall St. Rank hold INEQ as of Q3 2025.

  • Fermata Advisors reported no remaining Columbia International Equity Income ETF position as of Q3 2025 after selling out during the quarter.
  • Fermata Advisors sold 16,901 Columbia International Equity Income ETF shares in Q3 2025, an estimated $599K.
  • Fermata Advisors first reported a position in Columbia International Equity Income ETF in Q1 2025 and held it in 2 quarters.
  • Fermata Advisors's Columbia International Equity Income ETF position peaked at $599K in Q2 2025.
  • 23 funds tracked by Wall St. Rank held Columbia International Equity Income ETF as of Q3 2025.

Based on Fermata Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.