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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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. 49 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.
49 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.