PA
EQIN

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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Amara Financial San Francisco, California $167M AUM 21.06% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
AWP
Axis Wealth Partners East Providence, Rhode Island $208M AUM 18.75% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Prism Advisors's EQIN Position: Q2 2026 in Review

Prism Advisors increased its Columbia U.S. Equity Income ETF (EQIN) stake by 0.47% in Q2 2026, buying an estimated $8.24K and bringing the position to 34,658 shares worth $1.78M. The position accounts for 0.43% of the portfolio, ranked #39.

Prism Advisors first reported a position in EQIN in Q3 2023 and has held it in 12 quarters since. 23 funds tracked by Wall St. Rank hold EQIN as of Q2 2026.

  • Prism Advisors held 34,658 shares of Columbia U.S. Equity Income ETF worth $1.78M as of Q2 2026.
  • Prism Advisors bought 163 Columbia U.S. Equity Income ETF shares in Q2 2026, an estimated $8.24K.
  • Columbia U.S. Equity Income ETF made up 0.43% of Prism Advisors's portfolio in Q2 2026, its #39 holding.
  • Prism Advisors first reported a position in Columbia U.S. Equity Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 23 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q2 2026.

Based on Prism Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.