Prism Advisors
EQIN icon

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

Prism 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
Q3 		– Sell
-34,658
Closed -$1.78M – 88
2026
Q2 		$1.78M Buy
34,658
+163
+0.5% +$8.24K 0.43% 39
2026
Q1 		$1.7M Sell
34,495
-1,469
-4% -$73K 0.45% 38
2025
Q4 		$1.71M Buy
35,964
+2,053
+6% +$96.1K 0.46% 39
2025
Q3 		$1.58M Buy
33,911
+3,312
+11% +$151K 0.43% 40
2025
Q2 		$1.38M Sell
30,599
-4,250
-12% -$187K 0.39% 38
2025
Q1 		$1.59M Buy
34,849
+1,354
+4% +$61.7K 0.49% 31
2024
Q4 		$1.49M Sell
33,495
-172
-0.5% -$8.07K 0.45% 32
2024
Q3 		$1.59M Buy
33,667
+4,526
+16% +$206K 0.46% 32
2024
Q2 		$1.28M Sell
29,141
-464
-2% -$20.3K 0.39% 31
2024
Q1 		$1.32M Buy
29,605
+874
+3% +$36.6K 0.4% 27
2023
Q4 		$1.17M Buy
28,731
+6,153
+27% +$236K 0.38% 30
2023
Q3 		$846K Buy
+22,578
New +$872K 0.3% 33

Other funds holding EQIN

Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

Prism Advisors's EQIN Position: Q3 2026 in Review

Prism Advisors sold out of Columbia U.S. Equity Income ETF (EQIN) in Q3 2026, closing a stake of 34,658 shares — an estimated $1.78M sold.

Prism Advisors first reported a position in EQIN in Q3 2023 and held it in 12 quarters. The position peaked at $1.78M in Q2 2026. 3 funds tracked by Wall St. Rank hold EQIN as of Q3 2026.

  • Prism Advisors reported no remaining Columbia U.S. Equity Income ETF position as of Q3 2026 after selling out during the quarter.
  • Prism Advisors sold 34,658 Columbia U.S. Equity Income ETF shares in Q3 2026, an estimated $1.78M.
  • Prism Advisors first reported a position in Columbia U.S. Equity Income ETF in Q3 2023 and held it in 12 quarters.
  • Prism Advisors's Columbia U.S. Equity Income ETF position peaked at $1.78M in Q2 2026.
  • 3 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.