Transce3nd’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Transce3nd’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	$50.7K	Buy	+932	New	+$49.7K	0.05%	181

Other funds holding EQIN

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $744M AUM 23.15% 1-Year Est. Return

Westside Investment Management Santa Monica, California $785M AUM 29.89% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $423M AUM 27.93% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

NWA

Northwest Wealth Advisors Bellingham, Washington $202M AUM 16.44% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

Transce3nd's EQIN Position: Q3 2026 in Review

Transce3nd opened a new position in Columbia U.S. Equity Income ETF (EQIN) in Q3 2026: 932 shares worth $50.7K. The stake represents 0.05% of the portfolio and ranks #181 among its holdings.

11 funds tracked by Wall St. Rank hold EQIN as of Q3 2026.

Transce3nd held 932 shares of Columbia U.S. Equity Income ETF worth $50.7K as of Q3 2026.
Columbia U.S. Equity Income ETF was a new Transce3nd position in Q3 2026.
Columbia U.S. Equity Income ETF made up 0.05% of Transce3nd's portfolio in Q3 2026, its #181 holding.
11 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q3 2026.

Based on Transce3nd's 13F filing for Q3 2026, filed 26 Oct 2026.