Arax Advisory Partners
REVS icon

Arax Advisory Partners’s Columbia Research Enhanced Value ETF REVS Stock Holding History

Arax Advisory Partners’s Portfolio REVS Stock Details REVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.76M Sell
236,423
-3,192
-1% -$106K 0.04% 418
2026
Q2 		$7.53M Buy
+239,615
New +$7.38M 0.05% 371

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Raymond James Financial
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First Interstate Bank
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Essex Financial Services
Essex Financial Services Essex, Connecticut $2.08B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Inscription Capital
Inscription Capital Houston, Texas $906M AUM 27.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Arax Advisory Partners's REVS Position: Q3 2026 in Review

Arax Advisory Partners reduced its Columbia Research Enhanced Value ETF (REVS) stake by 1.3% in Q3 2026, selling an estimated $106K and leaving 236,423 shares worth $7.76M. The position accounts for 0.04% of the portfolio, ranked #418.

Arax Advisory Partners first reported a position in REVS in Q2 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold REVS as of Q3 2026.

  • Arax Advisory Partners held 236,423 shares of Columbia Research Enhanced Value ETF worth $7.76M as of Q3 2026.
  • Arax Advisory Partners sold 3,192 Columbia Research Enhanced Value ETF shares in Q3 2026, an estimated $106K.
  • Columbia Research Enhanced Value ETF made up 0.04% of Arax Advisory Partners's portfolio in Q3 2026, its #418 holding.
  • Arax Advisory Partners first reported a position in Columbia Research Enhanced Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q3 2026.

Based on Arax Advisory Partners's 13F filing for Q3 2026, filed 12 Nov 2026.