Osaic Holdings
EQIN

Osaic Holdings’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Osaic Holdings’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 		$1.19M Sell
24,264
-2,314
-9% -$115K ﹤0.01% 2543
2025
Q4 		$1.26M Sell
26,578
-20,411
-43% -$955K ﹤0.01% 2480
2025
Q3 		$2.17M Buy
46,989
+18,581
+65% +$848K ﹤0.01% 2094
2025
Q2 		$1.28M Buy
28,408
+8,320
+41% +$366K ﹤0.01% 2297
2025
Q1 		$919K Buy
20,088
+944
+5% +$43K ﹤0.01% 2325
2024
Q4 		$849K Buy
19,144
+18,704
+4,251% +$878K ﹤0.01% 2328
2024
Q3 		$20.8K Buy
440
+46
+12% +$2.09K ﹤0.01% 5363
2024
Q2 		$17.3K Sell
394
-34
-8% -$1.49K ﹤0.01% 5443
2024
Q1 		$19.1K Sell
428
-806
-65% -$33.8K ﹤0.01% 5399
2023
Q4 		$50.2K Sell
1,234
-1,981
-62% -$76K ﹤0.01% 4908
2023
Q3 		$120K Buy
3,215
+1,093
+52% +$42.2K ﹤0.01% 4369
2023
Q2 		$80.3K Buy
2,122
+1
+0% +$37 ﹤0.01% 4604
2023
Q1 		$79.8K Sell
2,121
-932
-31% -$35.4K ﹤0.01% 4616
2022
Q4 		$115K Buy
3,053
+191
+7% +$6.98K ﹤0.01% 4316
2022
Q3 		$92K Buy
2,862
+1,561
+120% +$56.1K ﹤0.01% 4452
2022
Q2 		$45K Hold
1,301
– – ﹤0.01% 5045
2022
Q1 		$50K Buy
1,301
+369
+40% +$14.2K ﹤0.01% 5093
2021
Q4 		$36K Hold
932
– – ﹤0.01% 5397
2021
Q3 		$33K Sell
932
-5,662
-86% -$205K ﹤0.01% 5424
2021
Q2 		$239K Buy
6,594
+5,662
+608% +$207K ﹤0.01% 3718
2021
Q1 		$32K Hold
932
– – ﹤0.01% 5199
2020
Q4 		$28K Hold
932
– – ﹤0.01% 4959
2020
Q3 		$24K Hold
932
– – ﹤0.01% 4825
2020
Q2 		$23K Hold
932
– – ﹤0.01% 4723
2020
Q1 		$19K Buy
+932
New +$25.5K ﹤0.01% 4678

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 $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

Osaic Holdings's EQIN Position: Q1 2026 in Review

Osaic Holdings reduced its Columbia U.S. Equity Income ETF (EQIN) stake by 8.7% in Q1 2026, selling an estimated $115K and leaving 24,264 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2543.

Osaic Holdings first reported a position in EQIN in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.17M in Q3 2025. 49 funds tracked by Wall St. Rank hold EQIN as of Q1 2026.

  • Osaic Holdings held 24,264 shares of Columbia U.S. Equity Income ETF worth $1.19M as of Q1 2026.
  • Osaic Holdings sold 2,314 Columbia U.S. Equity Income ETF shares in Q1 2026, an estimated $115K.
  • Columbia U.S. Equity Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2543 holding.
  • Osaic Holdings first reported a position in Columbia U.S. Equity Income ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Columbia U.S. Equity Income ETF position peaked at $2.17M in Q3 2025.
  • 49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.