MP
EQIN

McDonald Partners’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

McDonald Partners’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 		$1.15M Buy
23,382
+6,149
+36% +$306K 0.27% 98
2025
Q4 		$818K Buy
17,233
+10,707
+164% +$501K 0.26% 95
2025
Q3 		$305K Buy
+6,526
New +$298K 0.09% 191
2025
Q2 		– Sell
-4,422
Closed -$202K – 256
2025
Q1 		$202K Buy
+4,422
New +$202K 0.05% 234

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 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 $2.7B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return

McDonald Partners's EQIN Position: Q1 2026 in Review

McDonald Partners increased its Columbia U.S. Equity Income ETF (EQIN) stake by 36% in Q1 2026, buying an estimated $306K and bringing the position to 23,382 shares worth $1.15M. The position accounts for 0.27% of the portfolio, ranked #98.

McDonald Partners first reported a position in EQIN in Q1 2025 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold EQIN as of Q1 2026.

  • McDonald Partners held 23,382 shares of Columbia U.S. Equity Income ETF worth $1.15M as of Q1 2026.
  • McDonald Partners bought 6,149 Columbia U.S. Equity Income ETF shares in Q1 2026, an estimated $306K.
  • Columbia U.S. Equity Income ETF made up 0.27% of McDonald Partners's portfolio in Q1 2026, its #98 holding.
  • McDonald Partners first reported a position in Columbia U.S. Equity Income ETF in Q1 2025 and has held it in 4 quarters since.
  • 49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.