NG
EQIN

Novem Group’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Novem Group’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
2025
Q1 		– Sell
-8,775
Closed -$389K – 408
2024
Q4 		$389K Buy
+8,775
New +$412K 0.06% 256

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
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Novem Group's EQIN Position: Q1 2025 in Review

Novem Group sold out of Columbia U.S. Equity Income ETF (EQIN) in Q1 2025, closing a stake of 8,775 shares — an estimated $389K sold.

Novem Group first reported a position in EQIN in Q4 2024 and held it in 1 quarter. The position peaked at $389K in Q4 2024. 37 funds tracked by Wall St. Rank hold EQIN as of Q1 2025.

  • Novem Group reported no remaining Columbia U.S. Equity Income ETF position as of Q1 2025 after selling out during the quarter.
  • Novem Group sold 8,775 Columbia U.S. Equity Income ETF shares in Q1 2025, an estimated $389K.
  • Novem Group first reported a position in Columbia U.S. Equity Income ETF in Q4 2024 and held it in 1 quarter.
  • Novem Group's Columbia U.S. Equity Income ETF position peaked at $389K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q1 2025.

Based on Novem Group's 13F filing for Q1 2025, filed 28 Apr 2025.