SFS
EQIN

Sowell Financial Services’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Sowell Financial Services’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 		$9.89M Buy
192,761
+3,178
+2% +$161K 0.32% 58
2026
Q1 		$9.32M Buy
189,583
+6,836
+4% +$340K 0.34% 55
2025
Q4 		$8.68M Buy
182,747
+7,715
+4% +$361K 0.32% 59
2025
Q3 		$8.17M Buy
175,032
+3,028
+2% +$138K 0.31% 61
2025
Q2 		$7.75M Sell
172,004
-3,694
-2% -$162K 0.32% 64
2025
Q1 		$8.04M Buy
175,698
+26,984
+18% +$1.23M 0.37% 54
2024
Q4 		$6.59M Buy
148,714
+28,301
+24% +$1.33M 0.35% 64
2024
Q3 		$5.7M Sell
120,413
-3,891
-3% -$177K 0.26% 94
2024
Q2 		$5.46M Buy
124,304
+5,599
+5% +$245K 0.26% 91
2024
Q1 		$5.29M Buy
+118,705
New +$4.98M 0.25% 100

Other funds holding EQIN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PA
Prism Advisors Studio City, California $412M AUM 20.58% 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

Sowell Financial Services's EQIN Position: Q2 2026 in Review

Sowell Financial Services increased its Columbia U.S. Equity Income ETF (EQIN) stake by 1.7% in Q2 2026, buying an estimated $161K and bringing the position to 192,761 shares worth $9.89M. The position accounts for 0.32% of the portfolio, ranked #58.

Sowell Financial Services first reported a position in EQIN in Q1 2024 and has held it in 10 quarters since. 23 funds tracked by Wall St. Rank hold EQIN as of Q2 2026.

  • Sowell Financial Services held 192,761 shares of Columbia U.S. Equity Income ETF worth $9.89M as of Q2 2026.
  • Sowell Financial Services bought 3,178 Columbia U.S. Equity Income ETF shares in Q2 2026, an estimated $161K.
  • Columbia U.S. Equity Income ETF made up 0.32% of Sowell Financial Services's portfolio in Q2 2026, its #58 holding.
  • Sowell Financial Services first reported a position in Columbia U.S. Equity Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 23 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.