AWA
RECS icon

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
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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $2.6B AUM 18.62% 1-Year Est. Return

A4 Wealth Advisors's RECS Position: Q1 2026 in Review

A4 Wealth Advisors reduced its Columbia Research Enhanced Core ETF (RECS) stake by 32% in Q1 2026, selling an estimated $328K and leaving 16,845 shares worth $657K. The position accounts for 0.54% of the portfolio, ranked #39.

A4 Wealth Advisors first reported a position in RECS in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.36M in Q3 2025. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

  • A4 Wealth Advisors held 16,845 shares of Columbia Research Enhanced Core ETF worth $657K as of Q1 2026.
  • A4 Wealth Advisors sold 8,089 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $328K.
  • Columbia Research Enhanced Core ETF made up 0.54% of A4 Wealth Advisors's portfolio in Q1 2026, its #39 holding.
  • A4 Wealth Advisors first reported a position in Columbia Research Enhanced Core ETF in Q3 2025 and has held it in 3 quarters since.
  • A4 Wealth Advisors's Columbia Research Enhanced Core ETF position peaked at $1.36M in Q3 2025.
  • 175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.