Columbia U.S. Equity Income ETF is an actively managed ETF with a 100-stock portfolio, focusing on large-cap value and ESG characteristics. EQIN is diversified, well-balanced across sectors and doesn't sacrifice growth for value. Despite lagging the S&P 500 since inception, EQIN has outperformed its largest competitors in the large-cap value category.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 666 | $32,733.23 | $34,785.18 | $2,051.95 | 6.27% |
Brandon Collier Collier Financial | 4,673 | $207,223.24 | $243,790.88 | $36,567.64 | 17.65% |
Candace Cavalier Congress Wealth Management LLC / DE / | 9,514 | $428,510.56 | $496,916.22 | $68,405.66 | 15.96% |
| LV Leah Vaden Redwood Financial Network Corp. | 8,915 | $411,919.63 | $468,037.5 | $56,117.87 | 13.62% |
Abraham Martinez Amara Financial LLC | 27,863 | $1.3M | $1.46M | $161,959.67 | 12.45% |
| ARCA Exchange | US Country |
The company is a financial investment fund primarily focused on generating returns through investments in income-producing, dividend-paying equity securities of U.S. companies. With a strategy that emphasizes investing at least 80% of its assets in such equities, the fund seeks to provide its investors with regular income alongside the potential for capital appreciation. This investment approach is particularly tailored to those looking to invest in common stocks within the U.S. market, leveraging the fund's expertise to potentially benefit from the growth and income-generating capabilities of these assets. The fund's commitment to investing a significant portion of its assets in dividend-paying equities underscores its goal of achieving stable income for its investors, making it an attractive option for individuals seeking a balance of income and growth in their investment portfolios.
This service focuses on investing in equity securities that are known to produce income, primarily through dividends. Targeting U.S. companies, the fund aims to assemble a portfolio that generates regular income for its investors, making it well-suited for those who prioritize income along with potential capital appreciation from their investments.
The fund primarily invests in common stocks, which represents a significant portion of its investment strategy. By targeting common stocks of U.S. companies, it seeks to leverage the growth potential and dividend payouts of these companies. This approach is designed for investors looking for a blend of growth and income, relying on the fund’s ability to select and invest in stocks that are likely to offer both capital returns and income through dividends.