KWB Wealth »

Columbia U.s. Equity Income Etf shares owned by KWB Wealth

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

Historical chart of KWB Wealth investment in Columbia U.s. Equity Income Etf

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Columbia U.s. Equity Income Etf by KWB Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $2.1M 48k 44.35
2024-12-31 $466k 9.8k 47.33

More positions owned by KWB Wealth

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio Agrgte (SPAB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Capital Group Core Balanced SHS (CGBL)

View all positions for KWB Wealth

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