AWA
Amplius Wealth Advisors’s Columbia Research Enhanced Core ETF RECS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.4M | Buy |
1,533,039
+20,501
| +1% | +$754K | 5.25% | 3 |
|
|
2025
Q1 | $50.2M | Buy |
1,512,538
+161,292
| +12% | +$5.36M | 5.22% | 3 |
|
|
2024
Q4 | $46.8M | Buy |
1,351,246
+134,212
| +11% | +$4.65M | 4.8% | 5 |
|
|
2024
Q3 | $41.3M | Buy |
1,217,034
+196,022
| +19% | +$6.65M | 4.5% | 6 |
|
|
2024
Q2 | $32.9M | Sell |
1,021,012
-144,959
| -12% | -$4.68M | 3.67% | 9 |
|
|
2024
Q1 | $36.1M | Buy |
1,165,971
+305,474
| +35% | +$9.46M | 4.05% | 7 |
|
|
2023
Q4 | $23.8M | Sell |
860,497
-820,692
| -49% | -$22.7M | 2.88% | 13 |
|
|
2023
Q3 | $42.3M | Sell |
1,681,189
-190,197
| -10% | -$4.78M | 5.66% | 4 |
|
|
2023
Q2 | $48.4M | Buy |
+1,871,386
| New | +$48.4M | 6.51% | 3 |
|