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Not Investment Advice

EQIN

Columbia U.S. Equity Income ETF
1W: +0.6% 1M: -0.1% 3M: -2.2% YTD: +4.8% 1Y: +13.5% 3Y: +50.0% 5Y: +53.0%
$50.76
+0.49 (+0.98%)
 
Weekly Expected Move ±1.3%
$48 $49 $50 $50 $51
ETF AMEX · AUM $279.3M
Key Statistics
AUM$279M
Holdings101
Top 10 Wt37.5%
Volume6,557
Avg Volume18,735
Beta0.61
Portfolio Fundamentals
P/E18.1
P/B2.6
Div Yield2.41%
ROE15.0%
% Profitable95%
Inception2016-06-13
Sector Allocation
Financial Services 28.2%
Energy 15.2%
Industrials 11.3%
Consumer Defensive 10.1%
Technology 8.3%
Consumer Cyclical 8.0%
+4 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 EXXON MOBIL CORP XOM 4.78% $13.4M 86,060
2 JPMORGAN CHASE & CO JPM 4.53% $12.8M 42,227
3 CHEVRON CORP CVX 4.22% $11.9M 62,084
4 BANK OF AMERICA CORP BAC 4.06% $11.4M 222,909
5 UNITEDHEALTH GROUP INC UNH 3.82% $10.7M 28,002
6 PROCTER & GAMBLE CO/THE PG 3.65% $10.3M 71,964
7 HOME DEPOT INC/THE HD 3.40% $9.6M 30,814
8 GOLDMAN SACHS GROUP INC/THE GS 3.23% $9.1M 9,251
9 PHILIP MORRIS INTERNATIONAL INC PM 3.23% $9.1M 48,149
10 WELLS FARGO & CO WFC 2.58% $7.3M 95,651

Recent Holding Changes

Date Holding Change Details
2026-05-22 FTIXX Changed 1339847 → 1343523
2026-05-19 FTIXX Changed 1247449 → 1339847
2026-05-18 FTIXX Changed 1239116 → 1247449
2026-05-14 SCCO Changed 2624 → 2650
2026-05-14 FTIXX Changed 1261466 → 1239116

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms