Gladstone Institutional Advisory’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Gladstone Institutional Advisory’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	$4.07M	Buy	79,299 +4,825	+6%	+$244K	0.13%	173
2026 Q1	$3.66M	Buy	74,474 +3,188	+4%	+$158K	0.14%	171
2025 Q4	$3.39M	Sell	71,286 -1,773	-2%	-$83K	0.13%	173
2025 Q3	$3.41M	Buy	73,059 +7,015	+11%	+$320K	0.13%	166
2025 Q2	$2.97M	Buy	66,044 +2,437	+4%	+$107K	0.12%	179
2025 Q1	$2.91M	Buy	63,607 +33,960	+115%	+$1.55M	0.14%	167
2024 Q4	$1.31M	Buy	+29,647	New	+$1.39M	0.06%	289

Other funds holding EQIN

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Gladstone Institutional Advisory's EQIN Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Columbia U.S. Equity Income ETF (EQIN) stake by 6.5% in Q2 2026, buying an estimated $244K and bringing the position to 79,299 shares worth $4.07M. The position accounts for 0.13% of the portfolio, ranked #173.

Gladstone Institutional Advisory first reported a position in EQIN in Q4 2024 and has held it in 7 quarters since. 16 funds tracked by Wall St. Rank hold EQIN as of Q2 2026.

Gladstone Institutional Advisory held 79,299 shares of Columbia U.S. Equity Income ETF worth $4.07M as of Q2 2026.
Gladstone Institutional Advisory bought 4,825 Columbia U.S. Equity Income ETF shares in Q2 2026, an estimated $244K.
Columbia U.S. Equity Income ETF made up 0.13% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #173 holding.
Gladstone Institutional Advisory first reported a position in Columbia U.S. Equity Income ETF in Q4 2024 and has held it in 7 quarters since.
16 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.