LPL Financial
EQIN

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

LPL Financial’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 		$65.6M Sell
1,334,404
-55,336
-4% -$2.75M 0.02% 787
2025
Q4 		$66M Sell
1,389,740
-36,986
-3% -$1.73M 0.02% 744
2025
Q3 		$66.6M Buy
1,426,726
+78,465
+6% +$3.58M 0.02% 705
2025
Q2 		$60.7M Buy
1,348,261
+706,302
+110% +$31M 0.02% 674
2025
Q1 		$29.4M Buy
641,959
+135,829
+27% +$6.19M 0.01% 933
2024
Q4 		$22.4M Buy
506,130
+261,722
+107% +$12.3M 0.01% 1020
2024
Q3 		$11.6M Buy
244,408
+108,470
+80% +$4.93M 0.01% 1371
2024
Q2 		$5.98M Buy
135,938
+18,135
+15% +$793K ﹤0.01% 1725
2024
Q1 		$5.25M Buy
117,803
+33,414
+40% +$1.4M ﹤0.01% 1737
2023
Q4 		$3.43M Buy
84,389
+11,722
+16% +$450K ﹤0.01% 1961
2023
Q3 		$2.72M Buy
72,667
+18,661
+35% +$721K ﹤0.01% 2052
2023
Q2 		$2.04M Buy
54,006
+7,740
+17% +$287K ﹤0.01% 2231
2023
Q1 		$1.74M Buy
46,266
+16,418
+55% +$624K ﹤0.01% 2255
2022
Q4 		$1.12M Buy
29,848
+10,157
+52% +$371K ﹤0.01% 2561
2022
Q3 		$638K Buy
19,691
+1,880
+11% +$67.6K ﹤0.01% 2925
2022
Q2 		$616K Buy
17,811
+2,485
+16% +$93.5K ﹤0.01% 3026
2022
Q1 		$594K Buy
15,326
+6,485
+73% +$250K ﹤0.01% 3054
2021
Q4 		$338K Buy
8,841
+347
+4% +$12.9K ﹤0.01% 3603
2021
Q3 		$302K Buy
+8,494
New +$308K ﹤0.01% 3641
2020
Q3 		– Sell
-10,489
Closed -$257K – 3638
2020
Q2 		$257K Sell
10,489
-568
-5% -$13.3K ﹤0.01% 2946
2020
Q1 		$230K Buy
11,057
+3,434
+45% +$93.9K ﹤0.01% 2709
2019
Q4 		$234K Sell
7,623
-20
-0.3% -$588 ﹤0.01% 2979
2019
Q3 		$216K Buy
+7,643
New +$211K ﹤0.01% 2938

Other funds holding EQIN

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

LPL Financial's EQIN Position: Q1 2026 in Review

LPL Financial reduced its Columbia U.S. Equity Income ETF (EQIN) stake by 4% in Q1 2026, selling an estimated $2.75M and leaving 1,334,404 shares worth $65.6M. The position accounts for 0.02% of the portfolio, ranked #787.

LPL Financial first reported a position in EQIN in Q3 2019 and has held it in 23 quarters since. The position peaked at $66.6M in Q3 2025. 49 funds tracked by Wall St. Rank hold EQIN as of Q1 2026.

  • LPL Financial held 1,334,404 shares of Columbia U.S. Equity Income ETF worth $65.6M as of Q1 2026.
  • LPL Financial sold 55,336 Columbia U.S. Equity Income ETF shares in Q1 2026, an estimated $2.75M.
  • Columbia U.S. Equity Income ETF made up 0.02% of LPL Financial's portfolio in Q1 2026, its #787 holding.
  • LPL Financial first reported a position in Columbia U.S. Equity Income ETF in Q3 2019 and has held it in 23 quarters since.
  • LPL Financial's Columbia U.S. Equity Income ETF position peaked at $66.6M in Q3 2025.
  • 49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.