MWM
EQIN

Maripau Wealth Management’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Maripau 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
2025
Q1 		– Sell
-7,146
Closed -$317K – 151
2024
Q4 		$317K Buy
+7,146
New +$335K 0.19% 100
2024
Q3 		– Sell
-7,316
Closed -$322K – 145
2024
Q2 		$322K Buy
7,316
+438
+6% +$19.2K 0.22% 90
2024
Q1 		$306K Buy
6,878
+27
+0.4% +$1.13K 0.23% 89
2023
Q4 		$278K Buy
+6,851
New +$263K 0.24% 82

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
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Maripau Wealth Management's EQIN Position: Q1 2025 in Review

Maripau Wealth Management sold out of Columbia U.S. Equity Income ETF (EQIN) in Q1 2025, closing a stake of 7,146 shares — an estimated $317K sold.

Maripau Wealth Management first reported a position in EQIN in Q4 2023 and held it in 4 quarters. The position peaked at $322K in Q2 2024. 37 funds tracked by Wall St. Rank hold EQIN as of Q1 2025.

  • Maripau Wealth Management reported no remaining Columbia U.S. Equity Income ETF position as of Q1 2025 after selling out during the quarter.
  • Maripau Wealth Management sold 7,146 Columbia U.S. Equity Income ETF shares in Q1 2025, an estimated $317K.
  • Maripau Wealth Management first reported a position in Columbia U.S. Equity Income ETF in Q4 2023 and held it in 4 quarters.
  • Maripau Wealth Management's Columbia U.S. Equity Income ETF position peaked at $322K in Q2 2024.
  • 37 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q1 2025.

Based on Maripau Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.