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

Wells Financial Advisors’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	–	Sell	-1,410	Closed	-$67K	–	73
2025 Q4	$67K	Hold	1,410	–	–	0.13%	50
2025 Q3	$65.8K	Hold	1,410	–	–	0.09%	54
2025 Q2	$63.5K	Hold	1,410	–	–	0.09%	54
2025 Q1	$64.5K	Hold	1,410	–	–	0.09%	54
2024 Q4	$62.5K	Hold	1,410	–	–	0.09%	58
2024 Q3	$66.7K	Sell	1,410 -296	-17%	-$13.5K	0.09%	58
2024 Q2	$75K	Hold	1,706	–	–	0.05%	64
2024 Q1	$76K	Buy	1,706 +715	+72%	+$30K	0.05%	52
2023 Q4	$40.3K	Sell	991 -330	-25%	-$12.7K	0.03%	53
2023 Q3	$49.5K	Hold	1,321	–	–	0.04%	52
2023 Q2	$50K	Buy	+1,321	New	+$49.1K	0.04%	52

Other funds holding EQIN

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SFS

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return

Wells Financial Advisors's EQIN Position: Q1 2026 in Review

Wells Financial Advisors sold out of Columbia U.S. Equity Income ETF (EQIN) in Q1 2026, closing a stake of 1,410 shares — an estimated $67K sold.

Wells Financial Advisors first reported a position in EQIN in Q2 2023 and held it in 11 quarters. The position peaked at $76K in Q1 2024. 49 funds tracked by Wall St. Rank hold EQIN as of Q1 2026.

Wells Financial Advisors reported no remaining Columbia U.S. Equity Income ETF position as of Q1 2026 after selling out during the quarter.
Wells Financial Advisors sold 1,410 Columbia U.S. Equity Income ETF shares in Q1 2026, an estimated $67K.
Wells Financial Advisors first reported a position in Columbia U.S. Equity Income ETF in Q2 2023 and held it in 11 quarters.
Wells Financial Advisors's Columbia U.S. Equity Income ETF position peaked at $76K in Q1 2024.
49 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.