Amplius Wealth Advisors
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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
Q3 		$74.1M Sell
1,642,547
-32,550
-2% -$1.46M 5.08% 4
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

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Snider Financial Group
Snider Financial Group Bellevue, Washington $415M AUM 19.98% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
RCS
R2 Capital Strategies Lincoln, Nebraska $236M AUM
USAdvisors Wealth Management
USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return

Amplius Wealth Advisors's RECS Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its Columbia Research Enhanced Core ETF (RECS) stake by 1.9% in Q3 2026, selling an estimated $1.46M and leaving 1,642,547 shares worth $74.1M. The position accounts for 5.08% of the portfolio, ranked #4.

Amplius Wealth Advisors first reported a position in RECS in Q2 2023 and has held it in 14 quarters since. 47 funds tracked by Wall St. Rank hold RECS as of Q3 2026.

  • Amplius Wealth Advisors held 1,642,547 shares of Columbia Research Enhanced Core ETF worth $74.1M as of Q3 2026.
  • Amplius Wealth Advisors sold 32,550 Columbia Research Enhanced Core ETF shares in Q3 2026, an estimated $1.46M.
  • Columbia Research Enhanced Core ETF made up 5.08% of Amplius Wealth Advisors's portfolio in Q3 2026, its #4 holding.
  • Amplius Wealth Advisors first reported a position in Columbia Research Enhanced Core ETF in Q2 2023 and has held it in 14 quarters since.
  • 47 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.