LFG
EQIN

Larson Financial Group’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Larson Financial Group’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 		$42.5K Buy
864
+4
+0.5% +$199 ﹤0.01% 1429
2025
Q4 		$40.8K Buy
860
+5
+0.6% +$234 ﹤0.01% 1338
2025
Q3 		$39.9K Buy
855
+4
+0.5% +$183 ﹤0.01% 1257
2025
Q2 		$38.3K Buy
851
+4
+0.5% +$176 ﹤0.01% 1177
2025
Q1 		$38.7K Buy
847
+5
+0.6% +$228 ﹤0.01% 1120
2024
Q4 		$37.3K Buy
842
+23
+3% +$1.08K ﹤0.01% 988
2024
Q3 		$38.8K Buy
819
+4
+0.5% +$182 ﹤0.01% 983
2024
Q2 		$35.8K Buy
+815
New +$35.7K ﹤0.01% 888

Other funds holding EQIN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Larson Financial Group's EQIN Position: Q1 2026 in Review

Larson Financial Group increased its Columbia U.S. Equity Income ETF (EQIN) stake by 0.47% in Q1 2026, buying an estimated $199 and bringing the position to 864 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Larson Financial Group first reported a position in EQIN in Q2 2024 and has held it in 8 quarters since. 49 funds tracked by Wall St. Rank hold EQIN as of Q1 2026.

  • Larson Financial Group held 864 shares of Columbia U.S. Equity Income ETF worth $42.5K as of Q1 2026.
  • Larson Financial Group bought 4 Columbia U.S. Equity Income ETF shares in Q1 2026, an estimated $199.
  • Columbia U.S. Equity Income ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1429 holding.
  • Larson Financial Group first reported a position in Columbia U.S. Equity Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q1 2026.

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