Stifel Financial
EQIN

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

Stifel Financial’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
Q1 		$9.77M Buy
198,805
+27,201
+16% +$1.35M 0.01% 976
2025
Q4 		$8.15M Buy
171,604
+51,946
+43% +$2.43M 0.01% 1067
2025
Q3 		$5.59M Buy
119,658
+59,316
+98% +$2.71M 0.01% 1237
2025
Q2 		$2.72M Buy
60,342
+43,438
+257% +$1.91M ﹤0.01% 1625
2025
Q1 		$774K Buy
+16,904
New +$771K ﹤0.01% 2396

Other funds holding EQIN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cetera Investment Advisers
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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stifel Financial's EQIN Position: Q1 2026 in Review

Stifel Financial increased its Columbia U.S. Equity Income ETF (EQIN) stake by 16% in Q1 2026, buying an estimated $1.35M and bringing the position to 198,805 shares worth $9.77M. The position accounts for 0.01% of the portfolio, ranked #976.

Stifel Financial first reported a position in EQIN in Q1 2025 and has held it in 5 quarters since. 49 funds tracked by Wall St. Rank hold EQIN as of Q1 2026.

  • Stifel Financial held 198,805 shares of Columbia U.S. Equity Income ETF worth $9.77M as of Q1 2026.
  • Stifel Financial bought 27,201 Columbia U.S. Equity Income ETF shares in Q1 2026, an estimated $1.35M.
  • Columbia U.S. Equity Income ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #976 holding.
  • Stifel Financial first reported a position in Columbia U.S. Equity Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.