Heck Capital Advisors’s Columbia International Equity Income ETF INEQ Stock Holding History

Heck Capital Advisors’s Portfolio INEQ Stock Details INEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-18,445	Closed	-$503K	–	123
2021 Q3	$503K	Buy	18,445 +466	+3%	+$13K	0.1%	86
2021 Q2	$495K	Sell	17,979 -208	-1%	-$5.85K	0.1%	89
2021 Q1	$500K	Buy	18,187 +6,802	+60%	+$182K	0.11%	84
2020 Q4	$288K	Buy	11,385 +5,134	+82%	+$121K	0.07%	89
2020 Q3	$137K	Buy	6,251 +83	+1%	+$1.83K	0.04%	91
2020 Q2	$131K	Buy	6,168 +354	+6%	+$7.3K	0.03%	98
2020 Q1	$111K	Buy	5,814 +390	+7%	+$9.11K	0.03%	89
2019 Q4	$142K	Buy	5,424 +321	+6%	+$8.27K	0.03%	94
2019 Q3	$126K	Buy	5,103 +348	+7%	+$8.51K	0.04%	95
2019 Q2	$120K	Buy	4,755 +284	+6%	+$7.19K	0.03%	92
2019 Q1	$113K	Buy	4,471 +395	+10%	+$9.98K	0.03%	89
2018 Q4	$95.4K	Hold	4,076	–	–	0.04%	90
2018 Q3	$118K	Hold	4,076	–	–	0.04%	91
2018 Q2	$115K	Buy	4,076 +1,788	+78%	+$53.5K	0.04%	90
2018 Q1	$67.4K	Buy	2,288 +1,475	+181%	+$45.1K	0.03%	83
2017 Q4	$24.8K	Buy	813 +590	+265%	+$18.1K	0.01%	83
2017 Q3	$6.68K	Buy	+223	New	+$6.57K	﹤0.01%	83

Other funds holding INEQ

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

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

Heck Capital Advisors sold out of Columbia International Equity Income ETF (INEQ) in Q4 2021, closing a stake of 18,445 shares — an estimated $503K sold.

Heck Capital Advisors first reported a position in INEQ in Q3 2017 and held it in 17 quarters. The position peaked at $503K in Q3 2021. 8 funds tracked by Wall St. Rank hold INEQ as of Q4 2021.

Heck Capital Advisors reported no remaining Columbia International Equity Income ETF position as of Q4 2021 after selling out during the quarter.
Heck Capital Advisors sold 18,445 Columbia International Equity Income ETF shares in Q4 2021, an estimated $503K.
Heck Capital Advisors first reported a position in Columbia International Equity Income ETF in Q3 2017 and held it in 17 quarters.
Heck Capital Advisors's Columbia International Equity Income ETF position peaked at $503K in Q3 2021.
8 funds tracked by Wall St. Rank held Columbia International Equity Income ETF as of Q4 2021.

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