SAW
EQIN

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

Signal Advisors Wealth’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
Q1 		– Sell
-7,146
Closed -$317K – 470
2024
Q4 		$317K Sell
7,146
-69
-1% -$3.24K 0.04% 348
2024
Q3 		$341K Buy
+7,215
New +$328K 0.05% 324
2024
Q2 		– Sell
-7,573
Closed -$337K – 303
2024
Q1 		$337K Buy
7,573
+27
+0.4% +$1.13K 0.08% 216
2023
Q4 		$307K Buy
+7,546
New +$290K 0.11% 166

Other funds holding EQIN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Signal Advisors Wealth's EQIN Position: Q1 2025 in Review

Signal Advisors Wealth sold out of Columbia U.S. Equity Income ETF (EQIN) in Q1 2025, closing a stake of 7,146 shares — an estimated $317K sold.

Signal Advisors Wealth first reported a position in EQIN in Q4 2023 and held it in 4 quarters. The position peaked at $341K in Q3 2024. 37 funds tracked by Wall St. Rank hold EQIN as of Q1 2025.

  • Signal Advisors Wealth reported no remaining Columbia U.S. Equity Income ETF position as of Q1 2025 after selling out during the quarter.
  • Signal Advisors Wealth sold 7,146 Columbia U.S. Equity Income ETF shares in Q1 2025, an estimated $317K.
  • Signal Advisors Wealth first reported a position in Columbia U.S. Equity Income ETF in Q4 2023 and held it in 4 quarters.
  • Signal Advisors Wealth's Columbia U.S. Equity Income ETF position peaked at $341K in Q3 2024.
  • 37 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q1 2025.

Based on Signal Advisors Wealth's 13F filing for Q1 2025, filed 11 Apr 2025.