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Not Investment Advice

EQIN

Columbia U.S. Equity Income ETF
1W: +1.8% 1M: +2.8% 3M: +6.8% YTD: +11.2% 1Y: +18.1% 3Y: +47.5% 5Y: +74.2%
$53.77
+0.59 (+1.11%)
 
Weekly Expected Move ±1.5%
$51 $52 $53 $54 $55
ETF AMEX · AUM $291.2M
Key Statistics
AUM$291M
Holdings100
Top 10 Wt38.4%
Volume10,058
Avg Volume15,660
Beta0.54
Portfolio Fundamentals
P/E19.2
P/B2.9
Div Yield2.31%
ROE15.1%
% Profitable93%
Inception2016-06-13
Sector Allocation
Financial Services 29.3%
Energy 12.5%
Industrials 10.4%
Consumer Defensive 9.9%
Technology 9.4%
Consumer Cyclical 7.8%
+5 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 JPMORGAN CHASE & CO JPM 4.97% $15.0M 42,822
2 BANK OF AMERICA CORP BAC 4.62% $13.9M 227,372
3 EXXONMOBIL HOLDINGS CORP XOM 4.20% $12.7M 80,756
4 CHEVRON CORP CVX 4.10% $12.4M 63,696
5 UNITEDHEALTH GROUP INC UNH 4.09% $12.3M 29,103
6 PROCTER & GAMBLE CO/THE PG 3.61% $10.9M 74,765
7 HOME DEPOT INC/THE HD 3.44% $10.4M 31,981
8 GOLDMAN SACHS GROUP INC/THE GS 3.36% $10.1M 9,424
9 PHILIP MORRIS INTERNATIONAL INC PM 3.17% $9.6M 49,970
10 WELLS FARGO & CO WFC 2.80% $8.5M 98,129

Recent Holding Changes

Date Holding Change Details
2026-07-23 MPC Changed 9272 → 9353
2026-07-23 SYF Changed 10657 → 10750
2026-07-23 SSNC Changed 6601 → 6659
2026-07-23 CHD Changed 7531 → 7597
2026-07-23 BKNG Changed 24616 → 24832

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