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
2026 Q2	$180K	Buy	+3,512	New	+$178K	﹤0.01%	1644
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 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

Global Retirement Partners's EQIN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Columbia U.S. Equity Income ETF (EQIN) in Q2 2026: 3,512 shares worth $180K. The stake represents ﹤0.01% of the portfolio and ranks #1644 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EQIN as recently as Q4 2025.

Global Retirement Partners first reported a position in EQIN in Q3 2017 and has held it in 33 quarters since. 49 funds tracked by Wall St. Rank hold EQIN as of Q2 2026.

Global Retirement Partners held 3,512 shares of Columbia U.S. Equity Income ETF worth $180K as of Q2 2026.
Columbia U.S. Equity Income ETF was a new Global Retirement Partners position in Q2 2026.
Columbia U.S. Equity Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1644 holding.
Global Retirement Partners first reported a position in Columbia U.S. Equity Income ETF in Q3 2017 and has held it in 33 quarters since.
49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.