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

Amplius 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 		$72.5M Buy
1,675,097
+12,124
+0.7% +$514K 5.31% 3
2026
Q1 		$64.8M Buy
1,662,973
+38,390
+2% +$1.56M 5.4% 3
2025
Q4 		$66.3M Buy
1,624,583
+24,915
+2% +$1.01M 5.57% 3
2025
Q3 		$64.5M Buy
1,599,668
+66,629
+4% +$2.57M 5.58% 3
2025
Q2 		$56.4M Buy
1,533,039
+20,501
+1% +$694K 5.25% 3
2025
Q1 		$50.2M Buy
1,512,538
+161,292
+12% +$5.61M 5.22% 3
2024
Q4 		$46.8M Buy
1,351,246
+134,212
+11% +$4.71M 4.8% 5
2024
Q3 		$41.3M Buy
1,217,034
+196,022
+19% +$6.42M 4.5% 6
2024
Q2 		$32.9M Sell
1,021,012
-144,959
-12% -$4.5M 3.67% 9
2024
Q1 		$36.1M Buy
1,165,971
+305,474
+35% +$8.94M 4.05% 7
2023
Q4 		$23.8M Sell
860,497
-820,692
-49% -$21.4M 2.88% 13
2023
Q3 		$42.3M Sell
1,681,189
-190,197
-10% -$4.94M 5.66% 4
2023
Q2 		$48.4M Buy
+1,871,386
New +$46.1M 6.51% 3

Other funds holding RECS

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
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

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

Amplius Wealth Advisors increased its Columbia Research Enhanced Core ETF (RECS) stake by 0.73% in Q2 2026, buying an estimated $514K and bringing the position to 1,675,097 shares worth $72.5M. The position accounts for 5.31% of the portfolio, ranked #3.

Amplius Wealth Advisors first reported a position in RECS in Q2 2023 and has held it in 13 quarters since. 51 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Amplius Wealth Advisors held 1,675,097 shares of Columbia Research Enhanced Core ETF worth $72.5M as of Q2 2026.
  • Amplius Wealth Advisors bought 12,124 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $514K.
  • Columbia Research Enhanced Core ETF made up 5.31% of Amplius Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Amplius Wealth Advisors first reported a position in Columbia Research Enhanced Core ETF in Q2 2023 and has held it in 13 quarters since.
  • 51 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.