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 Q2	$1.37M	Buy	26,788 +3,406	+15%	+$172K	0.33%	83
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

McDonald Partners's EQIN Position: Q2 2026 in Review

McDonald Partners increased its Columbia U.S. Equity Income ETF (EQIN) stake by 15% in Q2 2026, buying an estimated $172K and bringing the position to 26,788 shares worth $1.37M. The position accounts for 0.33% of the portfolio, ranked #83.

McDonald Partners first reported a position in EQIN in Q1 2025 and has held it in 5 quarters since. 49 funds tracked by Wall St. Rank hold EQIN as of Q2 2026.

McDonald Partners held 26,788 shares of Columbia U.S. Equity Income ETF worth $1.37M as of Q2 2026.
McDonald Partners bought 3,406 Columbia U.S. Equity Income ETF shares in Q2 2026, an estimated $172K.
Columbia U.S. Equity Income ETF made up 0.33% of McDonald Partners's portfolio in Q2 2026, its #83 holding.
McDonald Partners first reported a position in Columbia U.S. Equity Income ETF in Q1 2025 and has held it in 5 quarters since.
49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.