Wealth Enhancement Advisory Services
EQIN

Wealth Enhancement Advisory Services’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$1.51M Buy
28,775
+2,137
+8% +$108K ﹤0.01% 1774
2026
Q1 		$1.31M Buy
26,638
+5,136
+24% +$255K ﹤0.01% 1642
2025
Q4 		$1.05M Buy
21,502
+6,660
+45% +$312K ﹤0.01% 1933
2025
Q3 		$691K Buy
14,842
+9,412
+173% +$429K ﹤0.01% 2114
2025
Q2 		$248K Buy
+5,430
New +$239K ﹤0.01% 2805

Other funds holding EQIN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 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
AF
Amara Financial San Francisco, California $167M AUM 21.06% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
AWP
Axis Wealth Partners East Providence, Rhode Island $208M AUM 18.75% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services's EQIN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Columbia U.S. Equity Income ETF (EQIN) stake by 8% in Q2 2026, buying an estimated $108K and bringing the position to 28,775 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Wealth Enhancement Advisory Services first reported a position in EQIN in Q2 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold EQIN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 28,775 shares of Columbia U.S. Equity Income ETF worth $1.51M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,137 Columbia U.S. Equity Income ETF shares in Q2 2026, an estimated $108K.
  • Columbia U.S. Equity Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1774 holding.
  • Wealth Enhancement Advisory Services first reported a position in Columbia U.S. Equity Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 23 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.