Principal Securities’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Principal Securities’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 Q4	–	Sell	-12,490	Closed	-$583K	–	3617
2025 Q3	$583K	Buy	12,490 +492	+4%	+$22.4K	0.01%	856
2025 Q2	$540K	Buy	11,998 +11,698	+3,899%	+$514K	0.01%	826
2025 Q1	$13.3K	Hold	300	–	–	﹤0.01%	2404
2024 Q4	$13.3K	Sell	300 -459	-60%	-$21.5K	﹤0.01%	2400
2024 Q3	$35.9K	Buy	759 +25	+3%	+$1.14K	﹤0.01%	1836
2024 Q2	$32.3K	Hold	734	–	–	﹤0.01%	1827
2024 Q1	$32.7K	Buy	734 +483	+192%	+$20.3K	﹤0.01%	1759
2023 Q4	$10.2K	Buy	+251	New	+$9.63K	﹤0.01%	2228

Other funds holding EQIN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Principal Securities's EQIN Position: Q4 2025 in Review

Principal Securities sold out of Columbia U.S. Equity Income ETF (EQIN) in Q4 2025, closing a stake of 12,490 shares — an estimated $583K sold.

Principal Securities first reported a position in EQIN in Q4 2023 and held it in 8 quarters. The position peaked at $583K in Q3 2025. 46 funds tracked by Wall St. Rank hold EQIN as of Q4 2025.

Principal Securities reported no remaining Columbia U.S. Equity Income ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 12,490 Columbia U.S. Equity Income ETF shares in Q4 2025, an estimated $583K.
Principal Securities first reported a position in Columbia U.S. Equity Income ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's Columbia U.S. Equity Income ETF position peaked at $583K in Q3 2025.
46 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.