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A4 Wealth Advisors’s Columbia Research Enhanced Core ETF RECS Stock Holding History

A4 Wealth Advisors’s Portfolio RECS Stock Details RECS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$355K Sell
8,208
-8,637
-51% -$366K 0.24% 61
2026
Q1 		$657K Sell
16,845
-8,089
-32% -$328K 0.54% 39
2025
Q4 		$1.02M Sell
24,934
-8,823
-26% -$359K 0.88% 30
2025
Q3 		$1.36M Buy
+33,757
New +$1.3M 1.15% 26

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

A4 Wealth Advisors's RECS Position: Q2 2026 in Review

A4 Wealth Advisors reduced its Columbia Research Enhanced Core ETF (RECS) stake by 51% in Q2 2026, selling an estimated $366K and leaving 8,208 shares worth $355K. The position accounts for 0.24% of the portfolio, ranked #61.

A4 Wealth Advisors first reported a position in RECS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.36M in Q3 2025. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • A4 Wealth Advisors held 8,208 shares of Columbia Research Enhanced Core ETF worth $355K as of Q2 2026.
  • A4 Wealth Advisors sold 8,637 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $366K.
  • Columbia Research Enhanced Core ETF made up 0.24% of A4 Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • A4 Wealth Advisors first reported a position in Columbia Research Enhanced Core ETF in Q3 2025 and has held it in 4 quarters since.
  • A4 Wealth Advisors's Columbia Research Enhanced Core ETF position peaked at $1.36M in Q3 2025.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.