Legacy Financial Advisors, Inc. INEQ — COLUMBIA INTERNATIONAL EQUITY INCOME ETF

Ownership history in Legacy Financial Advisors, Inc.  ·  8 quarters on record

AI Ownership Summary

Legacy Financial Advisors, Inc. reported COLUMBIA INTERNATIONAL EQUITY INCOME ETF (INEQ) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q2. The latest visible filing shows INEQ at 0.03% 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 Legacy Financial Advisors, Inc.'s position in COLUMBIA INTERNATIONAL EQUITY INCOME ETF, 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 Q1

INEQ was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q1

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 Legacy Financial Advisors, Inc. fund profile Legacy Financial Advisors, Inc. full holdings
How Legacy Financial Advisors, Inc. held INEQ — position size vs. price
% of Fund (quarterly)    INEQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 6,155 -1,180 -16.1% 0.03% $240K 2026-04-30 $39.94
2025 Q4 REDUCED — — — 7,335 -340 -4.4% 0.04% $273K 2026-02-04 $39.85
2025 Q3 UNCHANGED — — — 7,675 — 0% 0.04% $287K 2025-11-10 $35.61
2025 Q2 ADDED — — — 7,675 +135 +1.8% 0.04% $272K 2025-08-07 $33.39
2025 Q1 ADDED — — — 7,540 +18 +0.2% 0.04% $244K 2025-05-14 $30.42
2024 Q4 UNCHANGED — — — 7,522 — 0% 0.04% $221K 2025-02-13 $28.43
2024 Q3 REDUCED — — — 7,522 -332 -4.2% 0.04% $241K 2024-11-14 $26.86
2024 Q2 INITIATED — — — 7,854 — — 0.04% $239K 2024-08-13 $27.29

🏢 Other funds also holding INEQ

As of 2026 Q1 — sorted by position size

Financial Insights, Inc. 3Y 7Y 0.7% Westside Investment Management, Inc. 3Y 7Y 0.28% U.S. Capital Wealth Advisors, LLC 3Y 0.18% Axis Wealth Partners, LLC 0.12% HBW ADVISORY SERVICES LLC 3Y 0.1% Retirement Planning Group, LLC 3Y 7Y 0.06% LaSalle St. Investment Advisors, LLC 3Y 0.06% FLOW TRADERS U.S. LLC 3Y 7Y 0.05% Private Advisor Group, LLC 3Y 7Y 0.04% BENJAMIN EDWARDS INC 3Y 7Y 0.02%

FAQ About Legacy Financial Advisors, Inc. and INEQ

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

How long has Legacy Financial Advisors, Inc. reported owning INEQ?

Legacy Financial Advisors, Inc. reported INEQ across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported INEQ position in Legacy Financial Advisors, Inc.'s portfolio?

The largest reported portfolio weight for INEQ was 0.04% in 2025 Q2.

What is the latest reported INEQ position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Financial Advisors, Inc. reported 6,155 shares, equal to 0.03% of portfolio, with an estimated market value of $240K.

What does the chart on this INEQ ownership page compare?

The chart compares Legacy Financial Advisors, Inc.'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 Legacy Financial Advisors, Inc. time their INEQ position?

Based on 13F filing dates vs. subsequent INEQ price moves, Legacy Financial Advisors, Inc. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on INEQ relative to SPY over the holding period was +4.7%.

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