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 Q2	$1.13M	Buy	21,943 +385	+2%	+$19.5K	0.04%	293
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 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

GeoWealth Management's EQIN Position: Q2 2026 in Review

GeoWealth Management increased its Columbia U.S. Equity Income ETF (EQIN) stake by 1.8% in Q2 2026, buying an estimated $19.5K and bringing the position to 21,943 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #293.

GeoWealth Management first reported a position in EQIN in Q1 2024 and has held it in 10 quarters since. 49 funds tracked by Wall St. Rank hold EQIN as of Q2 2026.

GeoWealth Management held 21,943 shares of Columbia U.S. Equity Income ETF worth $1.13M as of Q2 2026.
GeoWealth Management bought 385 Columbia U.S. Equity Income ETF shares in Q2 2026, an estimated $19.5K.
Columbia U.S. Equity Income ETF made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #293 holding.
GeoWealth Management first reported a position in Columbia U.S. Equity Income ETF in Q1 2024 and has held it in 10 quarters since.
49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.