Morgan Stanley
EQIN

Morgan Stanley’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Morgan Stanley’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 		$54 Hold
1
– – ﹤0.01% 7936
2025
Q4 		$52 Buy
+1
New +$47 ﹤0.01% 7844
2024
Q4 		– Sell
-1
Closed -$80 – 8126
2024
Q3 		$80 Hold
1
– – ﹤0.01% 7475
2024
Q2 		$74 Buy
+1
New +$44 ﹤0.01% 7409

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 $3.06B AUM 30.02% 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 $412M AUM 20.58% 1-Year Est. Return

Morgan Stanley's EQIN Position: Q1 2026 in Review

Morgan Stanley held its Columbia U.S. Equity Income ETF (EQIN) position steady in Q1 2026 at 1 share worth $54. The position accounts for ﹤0.01% of the portfolio, ranked #7936.

Morgan Stanley first reported a position in EQIN in Q2 2024 and has held it in 4 quarters since. The position peaked at $80 in Q3 2024. 49 funds tracked by Wall St. Rank hold EQIN as of Q1 2026.

  • Morgan Stanley held 1 share of Columbia U.S. Equity Income ETF worth $54 as of Q1 2026.
  • Morgan Stanley left its Columbia U.S. Equity Income ETF share count unchanged in Q1 2026.
  • Columbia U.S. Equity Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7936 holding.
  • Morgan Stanley first reported a position in Columbia U.S. Equity Income ETF in Q2 2024 and has held it in 4 quarters since.
  • Morgan Stanley's Columbia U.S. Equity Income ETF position peaked at $80 in Q3 2024.
  • 49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.