HBW ADVISORY SERVICES LLC INEQ β€” COLUMBIA ETF TR I

Ownership history in HBW ADVISORY SERVICES LLC  Β·  4 quarters on record

AI Ownership Summary

HBW ADVISORY SERVICES LLC reported COLUMBIA ETF TR I (INEQ) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.1% in 2026 Q1. The latest visible filing shows INEQ at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this INEQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HBW ADVISORY SERVICES LLC's position in COLUMBIA ETF TR I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

INEQ was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

INEQ stock page HBW ADVISORY SERVICES LLC fund profile HBW ADVISORY SERVICES LLC full holdings
How HBW ADVISORY SERVICES LLC held INEQ β€” position size vs. price
% of Fund (quarterly)    INEQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 24,791 +1,300 +5.5% 0.09% $955K 2026-07-16 $39.66
2026 Q1 ADDED β€” β€” β€” 23,491 +4,404 +23.1% 0.10% $917K 2026-05-04 $38.74
2025 Q4 ADDED β€” β€” β€” 19,087 +308 +1.6% 0.08% $711K 2026-01-23 $37.54
2025 Q3 INITIATED β€” β€” β€” 18,779 β€” β€” 0.08% $701K 2025-10-16 $34.08

🏒 Other funds also holding INEQ

As of 2026 Q2 β€” sorted by position size

Noble Wealth Management PBC 0.01% Farther Finance Advisors, LLC 0.0%

FAQ About HBW ADVISORY SERVICES LLC and INEQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has HBW ADVISORY SERVICES LLC reported owning INEQ?

HBW ADVISORY SERVICES LLC reported INEQ across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported INEQ position in HBW ADVISORY SERVICES LLC's portfolio?

The largest reported portfolio weight for INEQ was 0.10% in 2026 Q1.

What is the latest reported INEQ position on this page?

The most recent filing on this page is 2026 Q2, when HBW ADVISORY SERVICES LLC reported 24,791 shares, equal to 0.09% of portfolio, with an estimated market value of $955K.

What does the chart on this INEQ ownership page compare?

The chart compares HBW ADVISORY SERVICES LLC's quarterly INEQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HBW ADVISORY SERVICES LLC time their INEQ position?

Based on 13F filing dates vs. subsequent INEQ price moves, HBW ADVISORY SERVICES LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on INEQ relative to SPY over the holding period was +2.1%.

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