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

IHT 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
2026 Q2	$721K	Buy	14,056 +2,964	+27%	+$150K	0.02%	706
2026 Q1	$545K	Sell	11,092 -2,996	-21%	-$149K	0.01%	791
2025 Q4	$669K	Buy	14,088 +3,104	+28%	+$145K	0.02%	664
2025 Q3	$513K	Buy	+10,984	New	+$501K	0.01%	732

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

IHT Wealth Management's EQIN Position: Q2 2026 in Review

IHT Wealth Management increased its Columbia U.S. Equity Income ETF (EQIN) stake by 27% in Q2 2026, buying an estimated $150K and bringing the position to 14,056 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #706.

IHT Wealth Management first reported a position in EQIN in Q3 2025 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold EQIN as of Q2 2026.

IHT Wealth Management held 14,056 shares of Columbia U.S. Equity Income ETF worth $721K as of Q2 2026.
IHT Wealth Management bought 2,964 Columbia U.S. Equity Income ETF shares in Q2 2026, an estimated $150K.
Columbia U.S. Equity Income ETF made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #706 holding.
IHT Wealth Management first reported a position in Columbia U.S. Equity Income ETF in Q3 2025 and has held it in 4 quarters since.
49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.