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Columbia U.s. Equity Income Etf shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of Columbia U.s. Equity Income Etf (EQIN) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management investment in Columbia U.s. Equity Income Etf

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All positions including Columbia U.s. Equity Income Etf held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Columbia U.s. Equity Income Etf by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $204k 4.5k 45.04
2025-03-31 $203k 4.4k 45.76
2024-12-31 $252k 5.7k 44.35
2024-09-30 $261k 5.5k 47.33

More positions owned by Keudell/Morrison Wealth Management

Vaneck Etf Trust Ig Floating Rate (FLTR)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Apple (AAPL)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Columbia U.s. Equity Income Etf

LPL Financial
Ameriprise Financial
Sowell Financial Services
Goss Wealth Management
Stifel Financial
Raymond James Financial
Gladstone Institutional Advisory
Advisor Group Holdings
Commonwealth Equity Services
Citadel Advisors
Jane Street
Personal Resources Investment & Strategic Management
Cetera Investment Advisers
Amara Financial
Susquehanna International

View all funds holding Columbia U.s. Equity Income Etf