GSEP
EQIN

Golden State Equity Partners’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Golden State Equity 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
Q1 		$768K Buy
15,624
+4,215
+37% +$209K 0.06% 340
2025
Q4 		$542K Buy
11,409
+5,189
+83% +$243K 0.09% 266
2025
Q3 		$289K Buy
6,220
+302
+5% +$13.8K 0.05% 357
2025
Q2 		$267K Hold
5,918
– – 0.05% 359
2025
Q1 		$271K Buy
+5,918
New +$270K 0.05% 358
2021
Q4 		– Sell
-10,864
Closed -$387K – 266
2021
Q3 		$387K Sell
10,864
-775
-7% -$28.1K 0.16% 132
2021
Q2 		$422K Buy
+11,639
New +$425K 0.16% 141

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

Golden State Equity Partners's EQIN Position: Q1 2026 in Review

Golden State Equity Partners increased its Columbia U.S. Equity Income ETF (EQIN) stake by 37% in Q1 2026, buying an estimated $209K and bringing the position to 15,624 shares worth $768K. The position accounts for 0.06% of the portfolio, ranked #340.

Golden State Equity Partners first reported a position in EQIN in Q2 2021 and has held it in 7 quarters since. 49 funds tracked by Wall St. Rank hold EQIN as of Q1 2026.

  • Golden State Equity Partners held 15,624 shares of Columbia U.S. Equity Income ETF worth $768K as of Q1 2026.
  • Golden State Equity Partners bought 4,215 Columbia U.S. Equity Income ETF shares in Q1 2026, an estimated $209K.
  • Columbia U.S. Equity Income ETF made up 0.06% of Golden State Equity Partners's portfolio in Q1 2026, its #340 holding.
  • Golden State Equity Partners first reported a position in Columbia U.S. Equity Income ETF in Q2 2021 and has held it in 7 quarters since.
  • 49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.