Sowell Financial Services
EQIN icon

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
Q3 		$10.1M Buy
197,405
+4,644
+2% +$248K 0.32% 62
2026
Q2 		$9.9M 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
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Amara Financial
Amara Financial San Francisco, California $172M AUM 13.6% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Parcion Private Wealth
Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return
Stablepoint Partners
Stablepoint Partners Braintree, Massachusetts $744M AUM 23.15% 1-Year Est. Return
Westside Investment Management
Westside Investment Management Santa Monica, California $785M AUM 29.89% 1-Year Est. Return
McDonald Partners
McDonald Partners Cleveland, Ohio $423M AUM 27.93% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

Sowell Financial Services's EQIN Position: Q3 2026 in Review

Sowell Financial Services increased its Columbia U.S. Equity Income ETF (EQIN) stake by 2.4% in Q3 2026, buying an estimated $248K and bringing the position to 197,405 shares worth $10.1M. The position accounts for 0.32% of the portfolio, ranked #62.

Sowell Financial Services first reported a position in EQIN in Q1 2024 and has held it in 11 quarters since. 18 funds tracked by Wall St. Rank hold EQIN as of Q3 2026.

  • Sowell Financial Services held 197,405 shares of Columbia U.S. Equity Income ETF worth $10.1M as of Q3 2026.
  • Sowell Financial Services bought 4,644 Columbia U.S. Equity Income ETF shares in Q3 2026, an estimated $248K.
  • Columbia U.S. Equity Income ETF made up 0.32% of Sowell Financial Services's portfolio in Q3 2026, its #62 holding.
  • Sowell Financial Services first reported a position in Columbia U.S. Equity Income ETF in Q1 2024 and has held it in 11 quarters since.
  • 18 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.