IWM
EQIN

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
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
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

IHT Wealth Management's EQIN Position: Q1 2026 in Review

IHT Wealth Management reduced its Columbia U.S. Equity Income ETF (EQIN) stake by 21% in Q1 2026, selling an estimated $149K and leaving 11,092 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #791.

IHT Wealth Management first reported a position in EQIN in Q3 2025 and has held it in 3 quarters since. The position peaked at $669K in Q4 2025. 49 funds tracked by Wall St. Rank hold EQIN as of Q1 2026.

  • IHT Wealth Management held 11,092 shares of Columbia U.S. Equity Income ETF worth $545K as of Q1 2026.
  • IHT Wealth Management sold 2,996 Columbia U.S. Equity Income ETF shares in Q1 2026, an estimated $149K.
  • Columbia U.S. Equity Income ETF made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #791 holding.
  • IHT Wealth Management first reported a position in Columbia U.S. Equity Income ETF in Q3 2025 and has held it in 3 quarters since.
  • IHT Wealth Management's Columbia U.S. Equity Income ETF position peaked at $669K in Q4 2025.
  • 49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.