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EQIN

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
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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NewEdge Advisors's EQIN Position: Q1 2026 in Review

NewEdge Advisors reduced its Columbia U.S. Equity Income ETF (EQIN) stake by 16% in Q1 2026, selling an estimated $927K and leaving 98,751 shares worth $4.85M. The position accounts for 0.02% of the portfolio, ranked #700.

NewEdge Advisors first reported a position in EQIN in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.98M in Q3 2025. 49 funds tracked by Wall St. Rank hold EQIN as of Q1 2026.

  • NewEdge Advisors held 98,751 shares of Columbia U.S. Equity Income ETF worth $4.85M as of Q1 2026.
  • NewEdge Advisors sold 18,657 Columbia U.S. Equity Income ETF shares in Q1 2026, an estimated $927K.
  • Columbia U.S. Equity Income ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #700 holding.
  • NewEdge Advisors first reported a position in Columbia U.S. Equity Income ETF in Q4 2022 and has held it in 14 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 Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.