Acorn Financial Advisory Services’s Columbia Large Cap Growth ETF REGS Stock Holding History

Acorn Financial Advisory Services’s Portfolio REGS Stock Details REGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$317K	Sell	28,118 -25,831	-48%	-$285K	0.04%	169
2026 Q1	$525K	Buy	+53,949	New	+$529K	0.07%	122

Other funds holding REGS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

Acorn Financial Advisory Services's REGS Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Columbia Large Cap Growth ETF (REGS) stake by 48% in Q2 2026, selling an estimated $285K and leaving 28,118 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #169.

Acorn Financial Advisory Services first reported a position in REGS in Q1 2026 and has held it in 2 quarters since. The position peaked at $525K in Q1 2026. 16 funds tracked by Wall St. Rank hold REGS as of Q2 2026.

Acorn Financial Advisory Services held 28,118 shares of Columbia Large Cap Growth ETF worth $317K as of Q2 2026.
Acorn Financial Advisory Services sold 25,831 Columbia Large Cap Growth ETF shares in Q2 2026, an estimated $285K.
Columbia Large Cap Growth ETF made up 0.04% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #169 holding.
Acorn Financial Advisory Services first reported a position in Columbia Large Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
Acorn Financial Advisory Services's Columbia Large Cap Growth ETF position peaked at $525K in Q1 2026.
16 funds tracked by Wall St. Rank held Columbia Large Cap Growth ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.