KMWM
EQIN

Keudell/Morrison Wealth Management’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Keudell/Morrison 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 		$217K Sell
4,225
-25
-0.6% -$1.26K 0.04% 246
2026
Q1 		$209K Sell
4,250
-1,089
-20% -$54.1K 0.04% 230
2025
Q4 		$254K Buy
+5,339
New +$250K 0.05% 198
2025
Q2 		$204K Buy
4,525
+80
+2% +$3.52K 0.05% 219
2025
Q1 		$203K Sell
4,445
-1,245
-22% -$56.8K 0.05% 206
2024
Q4 		$252K Buy
5,690
+175
+3% +$8.21K 0.07% 178
2024
Q3 		$261K Buy
+5,515
New +$251K 0.07% 179
2024
Q2 		– Sell
-5,260
Closed -$234K – 214
2024
Q1 		$234K Buy
5,260
+75
+1% +$3.15K 0.07% 183
2023
Q4 		$211K Buy
+5,185
New +$199K 0.07% 183

Other funds holding EQIN

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
NWA
Northwest Wealth Advisors Bellingham, Washington $174M AUM

Keudell/Morrison Wealth Management's EQIN Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Columbia U.S. Equity Income ETF (EQIN) stake by 0.59% in Q2 2026, selling an estimated $1.26K and leaving 4,225 shares worth $217K. The position accounts for 0.04% of the portfolio, ranked #246.

Keudell/Morrison Wealth Management first reported a position in EQIN in Q4 2023 and has held it in 9 quarters since. The position peaked at $261K in Q3 2024. 7 funds tracked by Wall St. Rank hold EQIN as of Q2 2026.

  • Keudell/Morrison Wealth Management held 4,225 shares of Columbia U.S. Equity Income ETF worth $217K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 25 Columbia U.S. Equity Income ETF shares in Q2 2026, an estimated $1.26K.
  • Columbia U.S. Equity Income ETF made up 0.04% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #246 holding.
  • Keudell/Morrison Wealth Management first reported a position in Columbia U.S. Equity Income ETF in Q4 2023 and has held it in 9 quarters since.
  • Keudell/Morrison Wealth Management's Columbia U.S. Equity Income ETF position peaked at $261K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.