Legacy Financial Advisors’s Columbia International Equity Income ETF INEQ Stock Holding History

Legacy Financial Advisors’s Portfolio INEQ Stock Details INEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$240K	Sell	6,155 -1,180	-16%	-$46.2K	0.03%	361
2025 Q4	$273K	Sell	7,335 -340	-4%	-$13K	0.04%	330
2025 Q3	$287K	Hold	7,675	–	–	0.04%	330
2025 Q2	$272K	Buy	7,675 +135	+2%	+$4.52K	0.04%	289
2025 Q1	$244K	Buy	7,540 +18	+0.2%	+$563	0.04%	313
2024 Q4	$221K	Hold	7,522	–	–	0.04%	321
2024 Q3	$241K	Sell	7,522 -332	-4%	-$10.4K	0.04%	311
2024 Q2	$239K	Buy	+7,854	New	+$241K	0.04%	296

Other funds holding INEQ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Legacy Financial Advisors's INEQ Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Columbia International Equity Income ETF (INEQ) stake by 16% in Q1 2026, selling an estimated $46.2K and leaving 6,155 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #361.

Legacy Financial Advisors first reported a position in INEQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $287K in Q3 2025. 27 funds tracked by Wall St. Rank hold INEQ as of Q1 2026.

Legacy Financial Advisors held 6,155 shares of Columbia International Equity Income ETF worth $240K as of Q1 2026.
Legacy Financial Advisors sold 1,180 Columbia International Equity Income ETF shares in Q1 2026, an estimated $46.2K.
Columbia International Equity Income ETF made up 0.03% of Legacy Financial Advisors's portfolio in Q1 2026, its #361 holding.
Legacy Financial Advisors first reported a position in Columbia International Equity Income ETF in Q2 2024 and has held it in 8 quarters since.
Legacy Financial Advisors's Columbia International Equity Income ETF position peaked at $287K in Q3 2025.
27 funds tracked by Wall St. Rank held Columbia International Equity Income ETF as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.