Steward Partners Investment Advisory’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-46	Closed	-$2.15K	–	4492
2025 Q3	$2.15K	Hold	46	–	–	﹤0.01%	3903
2025 Q2	$2.07K	Hold	46	–	–	﹤0.01%	3721
2025 Q1	$2.1K	Hold	46	–	–	﹤0.01%	3630
2024 Q4	$2.04K	Buy	+46	New	+$2.16K	﹤0.01%	3627

Other funds holding EQIN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GIA

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Steward Partners Investment Advisory's EQIN Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Columbia U.S. Equity Income ETF (EQIN) in Q4 2025, closing a stake of 46 shares — an estimated $2.15K sold.

Steward Partners Investment Advisory first reported a position in EQIN in Q4 2024 and held it in 4 quarters. The position peaked at $2.15K in Q3 2025. 46 funds tracked by Wall St. Rank hold EQIN as of Q4 2025.

Steward Partners Investment Advisory reported no remaining Columbia U.S. Equity Income ETF position as of Q4 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 46 Columbia U.S. Equity Income ETF shares in Q4 2025, an estimated $2.15K.
Steward Partners Investment Advisory first reported a position in Columbia U.S. Equity Income ETF in Q4 2024 and held it in 4 quarters.
Steward Partners Investment Advisory's Columbia U.S. Equity Income ETF position peaked at $2.15K in Q3 2025.
46 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.