NWA
EQIN

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

Northwest 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 		$232K Sell
4,516
-84
-2% -$4.25K 0.13% 63
2026
Q1 		$226K Buy
+4,600
New +$229K 0.16% 56

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

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

Northwest Wealth Advisors reduced its Columbia U.S. Equity Income ETF (EQIN) stake by 1.8% in Q2 2026, selling an estimated $4.25K and leaving 4,516 shares worth $232K. The position accounts for 0.13% of the portfolio, ranked #63.

Northwest Wealth Advisors first reported a position in EQIN in Q1 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold EQIN as of Q2 2026.

  • Northwest Wealth Advisors held 4,516 shares of Columbia U.S. Equity Income ETF worth $232K as of Q2 2026.
  • Northwest Wealth Advisors sold 84 Columbia U.S. Equity Income ETF shares in Q2 2026, an estimated $4.25K.
  • Columbia U.S. Equity Income ETF made up 0.13% of Northwest Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Northwest Wealth Advisors first reported a position in Columbia U.S. Equity Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q2 2026.

Based on Northwest Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.