Retirement Group’s Columbia International Equity Income ETF INEQ Stock Holding History

Retirement Group’s Portfolio INEQ Stock Details INEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$8.83K	Hold	289	–	–	﹤0.01%	492
2023 Q4	$8.24K	Sell	289 -149	-34%	-$4.04K	﹤0.01%	473
2023 Q3	$12.2K	Buy	438 +149	+52%	+$4.07K	0.01%	388
2023 Q2	$7.89K	Sell	289 -148	-34%	-$4.01K	﹤0.01%	445
2023 Q1	$13K	Hold	437	–	–	0.01%	366
2022 Q4	$11K	Buy	+437	New	+$10.2K	0.01%	349
2022 Q3	–	Sell	-3,299	Closed	-$87K	–	824
2022 Q2	$87K	Sell	3,299 -859	-21%	-$22K	0.04%	166
2022 Q1	$131K	Hold	4,158	–	–	0.05%	142
2021 Q4	$136K	Buy	4,158 +97	+2%	+$2.62K	0.06%	142
2021 Q3	$135K	Buy	4,061 +1,772	+77%	+$49.4K	0.06%	146
2021 Q2	$63K	Buy	2,289 +593	+35%	+$16.7K	0.03%	215
2021 Q1	$47K	Hold	1,696	–	–	0.02%	288
2020 Q4	$42K	Hold	1,696	–	–	0.02%	282
2020 Q3	$37K	Hold	1,696	–	–	0.02%	277
2020 Q2	$36K	Buy	+1,696	New	+$35K	0.02%	267
2019 Q4	$32K	Buy	+1,239	New	+$31.9K	0.02%	269

Other funds holding INEQ

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Retirement Group's INEQ Position: Q1 2024 in Review

Retirement Group held its Columbia International Equity Income ETF (INEQ) position steady in Q1 2024 at 289 shares worth $8.83K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Retirement Group first reported a position in INEQ in Q4 2019 and has held it in 16 quarters since. The position peaked at $136K in Q4 2021. 16 funds tracked by Wall St. Rank hold INEQ as of Q1 2024.

Retirement Group held 289 shares of Columbia International Equity Income ETF worth $8.83K as of Q1 2024.
Retirement Group left its Columbia International Equity Income ETF share count unchanged in Q1 2024.
Columbia International Equity Income ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #492 holding.
Retirement Group first reported a position in Columbia International Equity Income ETF in Q4 2019 and has held it in 16 quarters since.
Retirement Group's Columbia International Equity Income ETF position peaked at $136K in Q4 2021.
16 funds tracked by Wall St. Rank held Columbia International Equity Income ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.