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

Truist 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
2024 Q4	–	Sell	-4,781	Closed	-$226K	–	2649
2024 Q3	$226K	Buy	+4,781	New	+$217K	﹤0.01%	2289
2023 Q4	–	Sell	-72,682	Closed	-$2.72M	–	2735
2023 Q3	$2.72M	Sell	72,682 -1,307	-2%	-$50.5K	﹤0.01%	1085
2023 Q2	$2.8M	Sell	73,989 -1,418	-2%	-$52.7K	﹤0.01%	1100
2023 Q1	$2.84M	Sell	75,407 -2,255	-3%	-$85.7K	﹤0.01%	1070
2022 Q4	$2.9M	Buy	77,662 +1,292	+2%	+$47.2K	0.01%	1036
2022 Q3	$2.48M	Sell	76,370 -380	-0.5%	-$13.7K	﹤0.01%	1064
2022 Q2	$2.65M	Buy	+76,750	New	+$2.89M	﹤0.01%	1081

Other funds holding EQIN

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

GIA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Truist Financial's EQIN Position: Q4 2024 in Review

Truist Financial sold out of Columbia U.S. Equity Income ETF (EQIN) in Q4 2024, closing a stake of 4,781 shares — an estimated $226K sold.

Truist Financial first reported a position in EQIN in Q2 2022 and held it in 7 quarters. The position peaked at $2.9M in Q4 2022. 40 funds tracked by Wall St. Rank hold EQIN as of Q4 2024.

Truist Financial reported no remaining Columbia U.S. Equity Income ETF position as of Q4 2024 after selling out during the quarter.
Truist Financial sold 4,781 Columbia U.S. Equity Income ETF shares in Q4 2024, an estimated $226K.
Truist Financial first reported a position in Columbia U.S. Equity Income ETF in Q2 2022 and held it in 7 quarters.
Truist Financial's Columbia U.S. Equity Income ETF position peaked at $2.9M in Q4 2022.
40 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q4 2024.

Based on Truist Financial's 13F filing for Q4 2024, filed 31 Jan 2025.