RJFSA
EQIN

Raymond James Financial Services Advisors’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$2.58M Buy
54,504
+4,086
+8% +$186K ﹤0.01% 1595
2024
Q2 		$2.22M Buy
50,418
+34,565
+218% +$1.51M ﹤0.01% 1602
2024
Q1 		$706K Buy
15,853
+2,843
+22% +$119K ﹤0.01% 2271
2023
Q4 		$529K Buy
+13,010
New +$499K ﹤0.01% 2374

Other funds holding EQIN

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RFN
Redwood Financial Network Solon, Ohio $153M AUM 17.17% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial Services Advisors's EQIN Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Columbia U.S. Equity Income ETF (EQIN) stake by 8.1% in Q3 2024, buying an estimated $186K and bringing the position to 54,504 shares worth $2.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Raymond James Financial Services Advisors first reported a position in EQIN in Q4 2023 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold EQIN as of Q3 2024.

  • Raymond James Financial Services Advisors held 54,504 shares of Columbia U.S. Equity Income ETF worth $2.58M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 4,086 Columbia U.S. Equity Income ETF shares in Q3 2024, an estimated $186K.
  • Columbia U.S. Equity Income ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1595 holding.
  • Raymond James Financial Services Advisors first reported a position in Columbia U.S. Equity Income ETF in Q4 2023 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.