SMC
EQIN

Smith, Moore & Co’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Smith, Moore & Co’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
Q3 		– Sell
-5,214
Closed -$235K – 549
2025
Q2 		$235K Buy
+5,214
New +$229K 0.02% 447

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Smith, Moore & Co's EQIN Position: Q3 2025 in Review

Smith, Moore & Co sold out of Columbia U.S. Equity Income ETF (EQIN) in Q3 2025, closing a stake of 5,214 shares — an estimated $235K sold.

Smith, Moore & Co first reported a position in EQIN in Q2 2025 and held it in 1 quarter. The position peaked at $235K in Q2 2025. 47 funds tracked by Wall St. Rank hold EQIN as of Q3 2025.

  • Smith, Moore & Co reported no remaining Columbia U.S. Equity Income ETF position as of Q3 2025 after selling out during the quarter.
  • Smith, Moore & Co sold 5,214 Columbia U.S. Equity Income ETF shares in Q3 2025, an estimated $235K.
  • Smith, Moore & Co first reported a position in Columbia U.S. Equity Income ETF in Q2 2025 and held it in 1 quarter.
  • Smith, Moore & Co's Columbia U.S. Equity Income ETF position peaked at $235K in Q2 2025.
  • 47 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q3 2025.

Based on Smith, Moore & Co's 13F filing for Q3 2025, filed 12 Nov 2025.