Westside Investment Management’s Columbia U.S. Equity Income ETF EQIN Stock Holding History

Westside Investment Management’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	$893K	Hold	17,415	–	–	0.12%	150
2026 Q1	$856K	Buy	17,415 +8,486	+95%	+$422K	0.13%	146
2025 Q4	$424K	Buy	8,929 +1,269	+17%	+$59.4K	0.07%	191
2025 Q3	$358K	Hold	7,660	–	–	0.06%	214
2025 Q2	$345K	Buy	7,660 +4,930	+181%	+$217K	0.06%	198
2025 Q1	$125K	Buy	+2,730	New	+$124K	0.03%	285

Other funds holding EQIN

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Amara Financial San Francisco, California $167M AUM 21.06% 1-Year Est. Return

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Westside Investment Management's EQIN Position: Q2 2026 in Review

Westside Investment Management held its Columbia U.S. Equity Income ETF (EQIN) position steady in Q2 2026 at 17,415 shares worth $893K. The position accounts for 0.12% of the portfolio, ranked #150.

Westside Investment Management first reported a position in EQIN in Q1 2025 and has held it in 6 quarters since. 23 funds tracked by Wall St. Rank hold EQIN as of Q2 2026.

Westside Investment Management held 17,415 shares of Columbia U.S. Equity Income ETF worth $893K as of Q2 2026.
Westside Investment Management left its Columbia U.S. Equity Income ETF share count unchanged in Q2 2026.
Columbia U.S. Equity Income ETF made up 0.12% of Westside Investment Management's portfolio in Q2 2026, its #150 holding.
Westside Investment Management first reported a position in Columbia U.S. Equity Income ETF in Q1 2025 and has held it in 6 quarters since.
23 funds tracked by Wall St. Rank held Columbia U.S. Equity Income ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.