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

NewEdge 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	$4.81M	Sell	93,722 -5,029	-5%	-$254K	0.01%	797
2026 Q1	$4.85M	Sell	98,751 -18,657	-16%	-$927K	0.02%	700
2025 Q4	$5.58M	Sell	117,408 -10,612	-8%	-$496K	0.02%	616
2025 Q3	$5.98M	Buy	128,020 +62,203	+95%	+$2.84M	0.03%	558
2025 Q2	$2.96M	Buy	65,817 +673	+1%	+$29.6K	0.02%	763
2025 Q1	$2.98M	Sell	65,144 -22,929	-26%	-$1.05M	0.02%	690
2024 Q4	$3.91M	Sell	88,073 -5,238	-6%	-$246K	0.02%	584
2024 Q3	$4.42M	Sell	93,311 -476	-0.5%	-$21.6K	0.03%	521
2024 Q2	$4.12M	Buy	93,787 +4,750	+5%	+$208K	0.03%	512
2024 Q1	$3.97M	Buy	89,037 +7,109	+9%	+$298K	0.03%	463
2023 Q4	$3.35M	Buy	81,928 +10,838	+15%	+$416K	0.03%	472
2023 Q3	$2.66M	Buy	71,090 +10,554	+17%	+$408K	0.03%	500
2023 Q2	$2.29M	Buy	60,536 +6,172	+11%	+$229K	0.03%	542
2023 Q1	$2.05M	Buy	54,364 +22,047	+68%	+$838K	0.03%	532
2022 Q4	$547K	Buy	+32,317	New	+$1.18M	0.01%	743

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NewEdge Advisors's EQIN Position: Q2 2026 in Review

NewEdge Advisors reduced its Columbia U.S. Equity Income ETF (EQIN) stake by 5.1% in Q2 2026, selling an estimated $254K and leaving 93,722 shares worth $4.81M. The position accounts for 0.01% of the portfolio, ranked #797.

NewEdge Advisors first reported a position in EQIN in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.98M in Q3 2025. 49 funds tracked by Wall St. Rank hold EQIN as of Q2 2026.

NewEdge Advisors held 93,722 shares of Columbia U.S. Equity Income ETF worth $4.81M as of Q2 2026.
NewEdge Advisors sold 5,029 Columbia U.S. Equity Income ETF shares in Q2 2026, an estimated $254K.
Columbia U.S. Equity Income ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #797 holding.
NewEdge Advisors first reported a position in Columbia U.S. Equity Income ETF in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's Columbia U.S. Equity Income ETF position peaked at $5.98M in Q3 2025.
49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.