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Advisornet Financial’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Advisornet Financial’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
2025
Q1 		– Sell
-5,259
Closed -$182K – 2232
2024
Q4 		$182K Buy
+5,259
New +$185K 0.02% 529

Other funds holding RECS

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
BWP
BlueStem Wealth Partners Minnetonka, Minnesota $900M AUM 15.24% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Advisornet Financial's RECS Position: Q1 2025 in Review

Advisornet Financial sold out of Columbia Research Enhanced Core ETF (RECS) in Q1 2025, closing a stake of 5,259 shares — an estimated $182K sold.

Advisornet Financial first reported a position in RECS in Q4 2024 and held it in 1 quarter. The position peaked at $182K in Q4 2024. 122 funds tracked by Wall St. Rank hold RECS as of Q1 2025.

  • Advisornet Financial reported no remaining Columbia Research Enhanced Core ETF position as of Q1 2025 after selling out during the quarter.
  • Advisornet Financial sold 5,259 Columbia Research Enhanced Core ETF shares in Q1 2025, an estimated $182K.
  • Advisornet Financial first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and held it in 1 quarter.
  • Advisornet Financial's Columbia Research Enhanced Core ETF position peaked at $182K in Q4 2024.
  • 122 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2025.

Based on Advisornet Financial's 13F filing for Q1 2025, filed 7 Apr 2025.