GRP
EQIN

Global Retirement Partners’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Global Retirement Partners’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
Q4 		$75K Buy
1,580
+558
+55% +$26.1K ﹤0.01% 2092
2025
Q3 		$47.7K Hold
1,022
– – ﹤0.01% 1916
2025
Q2 		$46K Buy
+1,022
New +$44.9K ﹤0.01% 1815
2024
Q4 		$66.9K Buy
1,508
+855
+131% +$40.1K ﹤0.01% 1476
2024
Q3 		$30.9K Sell
653
-32
-5% -$1.45K ﹤0.01% 1783
2024
Q2 		$30.1K Buy
685
+113
+20% +$4.94K ﹤0.01% 1790
2024
Q1 		$25.5K Hold
572
– – ﹤0.01% 1711
2023
Q4 		$23K Hold
572
– – ﹤0.01% 1695
2023
Q3 		$21.1K Hold
572
– – ﹤0.01% 1630
2023
Q2 		$21.6K Hold
572
– – ﹤0.01% 1637
2023
Q1 		$21.1K Hold
572
– – ﹤0.01% 1616
2022
Q4 		$21.4K Hold
572
– – ﹤0.01% 1452
2022
Q3 		$21K Hold
572
– – ﹤0.01% 1381
2022
Q2 		$20K Hold
572
– – ﹤0.01% 1358
2022
Q1 		$21K Buy
+572
New +$22K ﹤0.01% 1337
2021
Q4 		– Sell
-496
Closed -$18K – 1877
2021
Q3 		$18K Hold
496
– – ﹤0.01% 1242
2021
Q2 		$18K Hold
496
– – ﹤0.01% 1220
2021
Q1 		$17K Buy
496
+11
+2% +$354 ﹤0.01% 1157
2020
Q4 		$15K Hold
485
– – ﹤0.01% 1145
2020
Q3 		$12K Buy
485
+48
+11% +$1.22K ﹤0.01% 1101
2020
Q2 		$11K Hold
437
– – ﹤0.01% 1102
2020
Q1 		$9K Sell
437
-776
-64% -$21.2K ﹤0.01% 1068
2019
Q4 		$37K Hold
1,213
– – 0.01% 730
2019
Q3 		$34K Buy
1,213
+7
+0.6% +$193 0.01% 726
2019
Q2 		$33K Hold
1,206
– – 0.01% 722
2019
Q1 		$33K Buy
1,206
+227
+23% +$6.03K 0.01% 670
2018
Q4 		$24K Hold
979
– – 0.01% 698
2018
Q3 		$30K Hold
979
– – 0.01% 697
2018
Q2 		$29K Hold
979
– – 0.01% 692
2018
Q1 		$28K Hold
979
– – 0.01% 676
2017
Q4 		$29K Hold
979
– – 0.01% 639
2017
Q3 		$28K Buy
+979
New +$28.9K 0.01% 560

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $3.16B AUM 29.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Global Retirement Partners's EQIN Position: Q4 2025 in Review

Global Retirement Partners increased its Columbia U.S. Equity Income ETF (EQIN) stake by 55% in Q4 2025, buying an estimated $26.1K and bringing the position to 1,580 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #2092.

Global Retirement Partners first reported a position in EQIN in Q3 2017 and has held it in 32 quarters since. 46 funds tracked by Wall St. Rank hold EQIN as of Q4 2025.

  • Global Retirement Partners held 1,580 shares of Columbia U.S. Equity Income ETF worth $75K as of Q4 2025.
  • Global Retirement Partners bought 558 Columbia U.S. Equity Income ETF shares in Q4 2025, an estimated $26.1K.
  • Columbia U.S. Equity Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2092 holding.
  • Global Retirement Partners first reported a position in Columbia U.S. Equity Income ETF in Q3 2017 and has held it in 32 quarters since.
  • 46 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.