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

Golden State Wealth 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
2022 Q1	$426K	Buy	10,979 +130	+1%	+$5.01K	0.08%	193
2021 Q4	$414K	Buy	+10,849	New	+$403K	0.07%	240
2021 Q1	–	Sell	-10,062	Closed	-$301K	–	247
2020 Q4	$301K	Buy	+10,062	New	+$283K	0.09%	177

Other funds holding EQIN

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Golden State Wealth Management's EQIN Position: Q1 2022 in Review

Golden State Wealth Management increased its Columbia U.S. Equity Income ETF (EQIN) stake by 1.2% in Q1 2022, buying an estimated $5.01K and bringing the position to 10,979 shares worth $426K. The position accounts for 0.08% of the portfolio, ranked #193.

Golden State Wealth Management first reported a position in EQIN in Q4 2020 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold EQIN as of Q1 2022.

Golden State Wealth Management held 10,979 shares of Columbia U.S. Equity Income ETF worth $426K as of Q1 2022.
Golden State Wealth Management bought 130 Columbia U.S. Equity Income ETF shares in Q1 2022, an estimated $5.01K.
Columbia U.S. Equity Income ETF made up 0.08% of Golden State Wealth Management's portfolio in Q1 2022, its #193 holding.
Golden State Wealth Management first reported a position in Columbia U.S. Equity Income ETF in Q4 2020 and has held it in 3 quarters since.
12 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q1 2022.

Based on Golden State Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.