Jones Financial Companies
EQIN

Jones Financial Companies’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Jones Financial Companies’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 		$826K Buy
17,046
+4,903
+40% +$244K ﹤0.01% 1802
2025
Q4 		$577K Buy
12,143
+5,205
+75% +$244K ﹤0.01% 1453
2025
Q3 		$325K Buy
+6,938
New +$317K ﹤0.01% 1584

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 $3.16B AUM 29.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Jones Financial Companies's EQIN Position: Q1 2026 in Review

Jones Financial Companies increased its Columbia U.S. Equity Income ETF (EQIN) stake by 40% in Q1 2026, buying an estimated $244K and bringing the position to 17,046 shares worth $826K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Jones Financial Companies first reported a position in EQIN in Q3 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold EQIN as of Q1 2026.

  • Jones Financial Companies held 17,046 shares of Columbia U.S. Equity Income ETF worth $826K as of Q1 2026.
  • Jones Financial Companies bought 4,903 Columbia U.S. Equity Income ETF shares in Q1 2026, an estimated $244K.
  • Columbia U.S. Equity Income ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1802 holding.
  • Jones Financial Companies first reported a position in Columbia U.S. Equity Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.