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

MONECO 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
2023 Q4	–	Sell	-11,420	Closed	-$428K	–	404
2023 Q3	$428K	Buy	11,420 +2,380	+26%	+$91.9K	0.12%	202
2023 Q2	$342K	Hold	9,040	–	–	0.09%	231
2023 Q1	$340K	Buy	+9,040	New	+$343K	0.1%	223

Other funds holding EQIN

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MONECO Advisors's EQIN Position: Q4 2023 in Review

MONECO Advisors sold out of Columbia U.S. Equity Income ETF (EQIN) in Q4 2023, closing a stake of 11,420 shares — an estimated $428K sold.

MONECO Advisors first reported a position in EQIN in Q1 2023 and held it in 3 quarters. The position peaked at $428K in Q3 2023. 23 funds tracked by Wall St. Rank hold EQIN as of Q4 2023.

MONECO Advisors reported no remaining Columbia U.S. Equity Income ETF position as of Q4 2023 after selling out during the quarter.
MONECO Advisors sold 11,420 Columbia U.S. Equity Income ETF shares in Q4 2023, an estimated $428K.
MONECO Advisors first reported a position in Columbia U.S. Equity Income ETF in Q1 2023 and held it in 3 quarters.
MONECO Advisors's Columbia U.S. Equity Income ETF position peaked at $428K in Q3 2023.
23 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q4 2023.

Based on MONECO Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.