TIAM2
EQIN

Tru Independence Asset Management 2’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Tru Independence Asset Management 2’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
2021
Q1 		– Sell
-1,455
Closed -$44K – 436
2020
Q4 		$44K Buy
+1,455
New +$40.9K 0.04% 190

Other funds holding EQIN

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Tru Independence Asset Management 2's EQIN Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Columbia U.S. Equity Income ETF (EQIN) in Q1 2021, closing a stake of 1,455 shares — an estimated $44K sold.

Tru Independence Asset Management 2 first reported a position in EQIN in Q4 2020 and held it in 1 quarter. The position peaked at $44K in Q4 2020. 10 funds tracked by Wall St. Rank hold EQIN as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Columbia U.S. Equity Income ETF position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 1,455 Columbia U.S. Equity Income ETF shares in Q1 2021, an estimated $44K.
  • Tru Independence Asset Management 2 first reported a position in Columbia U.S. Equity Income ETF in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Columbia U.S. Equity Income ETF position peaked at $44K in Q4 2020.
  • 10 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.