HCA
EQIN

Heck Capital Advisors’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Heck Capital Advisors’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
2021
Q4 		– Sell
-10,463
Closed -$372K – 122
2021
Q3 		$372K Buy
10,463
+266
+3% +$9.64K 0.07% 95
2021
Q2 		$370K Sell
10,197
-118
-1% -$4.31K 0.07% 95
2021
Q1 		$356K Buy
10,315
+3,359
+48% +$108K 0.08% 91
2020
Q4 		$208K Buy
6,956
+3,138
+82% +$88.2K 0.05% 94
2020
Q3 		$96.5K Sell
3,818
-4,396
-54% -$112K 0.03% 92
2020
Q2 		$201K Buy
8,214
+461
+6% +$10.8K 0.04% 92
2020
Q1 		$161K Sell
7,753
-5,460
-41% -$149K 0.05% 84
2019
Q4 		$405K Buy
13,213
+785
+6% +$23.1K 0.1% 57
2019
Q3 		$350K Buy
12,428
+855
+7% +$23.6K 0.11% 59
2019
Q2 		$321K Buy
11,573
+690
+6% +$19K 0.09% 63
2019
Q1 		$296K Buy
10,883
+963
+10% +$25.6K 0.09% 63
2018
Q4 		$240K Hold
9,920
– – 0.09% 61
2018
Q3 		$301K Hold
9,920
– – 0.1% 58
2018
Q2 		$290K Buy
9,920
+4,357
+78% +$129K 0.11% 54
2018
Q1 		$162K Buy
5,563
+3,413
+159% +$103K 0.07% 65
2017
Q4 		$63.6K Buy
2,150
+1,565
+268% +$48.4K 0.03% 79
2017
Q3 		$17.6K Buy
+585
New +$17.3K 0.01% 80

Other funds holding EQIN

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Heck Capital Advisors's EQIN Position: Q4 2021 in Review

Heck Capital Advisors sold out of Columbia U.S. Equity Income ETF (EQIN) in Q4 2021, closing a stake of 10,463 shares — an estimated $372K sold.

Heck Capital Advisors first reported a position in EQIN in Q3 2017 and held it in 17 quarters. The position peaked at $405K in Q4 2019. 10 funds tracked by Wall St. Rank hold EQIN as of Q4 2021.

  • Heck Capital Advisors reported no remaining Columbia U.S. Equity Income ETF position as of Q4 2021 after selling out during the quarter.
  • Heck Capital Advisors sold 10,463 Columbia U.S. Equity Income ETF shares in Q4 2021, an estimated $372K.
  • Heck Capital Advisors first reported a position in Columbia U.S. Equity Income ETF in Q3 2017 and held it in 17 quarters.
  • Heck Capital Advisors's Columbia U.S. Equity Income ETF position peaked at $405K in Q4 2019.
  • 10 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q4 2021.

Based on Heck Capital Advisors's 13F filing for Q4 2021, filed 19 May 2025.