MWA
EQIN

Medallion Wealth Advisors’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Medallion Wealth Advisors’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 		$37.1K Hold
724
– – 0.01% 522
2026
Q1 		$35.6K Hold
724
– – 0.01% 538
2025
Q4 		$34.4K Hold
724
– – 0.01% 534
2025
Q3 		$33.8K Buy
+724
New +$33K 0.01% 538

Other funds holding EQIN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NA
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
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

Medallion Wealth Advisors's EQIN Position: Q2 2026 in Review

Medallion Wealth Advisors held its Columbia U.S. Equity Income ETF (EQIN) position steady in Q2 2026 at 724 shares worth $37.1K. The position accounts for 0.01% of the portfolio, ranked #522.

Medallion Wealth Advisors first reported a position in EQIN in Q3 2025 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold EQIN as of Q2 2026.

  • Medallion Wealth Advisors held 724 shares of Columbia U.S. Equity Income ETF worth $37.1K as of Q2 2026.
  • Medallion Wealth Advisors left its Columbia U.S. Equity Income ETF share count unchanged in Q2 2026.
  • Columbia U.S. Equity Income ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #522 holding.
  • Medallion Wealth Advisors first reported a position in Columbia U.S. Equity Income ETF in Q3 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 Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.