GM
EQIN

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

GeoWealth 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
Q1 		$1.06M Buy
21,558
+812
+4% +$40.3K 0.04% 272
2025
Q4 		$985K Sell
20,746
-557
-3% -$26.1K 0.04% 276
2025
Q3 		$995K Sell
21,303
-344
-2% -$15.7K 0.04% 300
2025
Q2 		$975K Buy
21,647
+72
+0.3% +$3.16K 0.04% 265
2025
Q1 		$987K Sell
21,575
-1,991
-8% -$90.8K 0.04% 269
2024
Q4 		$1.05M Buy
23,566
+469
+2% +$22K 0.03% 284
2024
Q3 		$1.09M Buy
23,097
+117
+0.5% +$5.32K 0.04% 280
2024
Q2 		$1.01M Sell
22,980
-56
-0.2% -$2.45K 0.04% 273
2024
Q1 		$1.03M Buy
+23,036
New +$966K 0.04% 290

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return

GeoWealth Management's EQIN Position: Q1 2026 in Review

GeoWealth Management increased its Columbia U.S. Equity Income ETF (EQIN) stake by 3.9% in Q1 2026, buying an estimated $40.3K and bringing the position to 21,558 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #272.

GeoWealth Management first reported a position in EQIN in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.09M in Q3 2024. 49 funds tracked by Wall St. Rank hold EQIN as of Q1 2026.

  • GeoWealth Management held 21,558 shares of Columbia U.S. Equity Income ETF worth $1.06M as of Q1 2026.
  • GeoWealth Management bought 812 Columbia U.S. Equity Income ETF shares in Q1 2026, an estimated $40.3K.
  • Columbia U.S. Equity Income ETF made up 0.04% of GeoWealth Management's portfolio in Q1 2026, its #272 holding.
  • GeoWealth Management first reported a position in Columbia U.S. Equity Income ETF in Q1 2024 and has held it in 9 quarters since.
  • GeoWealth Management's Columbia U.S. Equity Income ETF position peaked at $1.09M in Q3 2024.
  • 49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.