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

ARQ 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	$20.8M	Buy	468,514 +131,469	+39%	+$5.57M	2.58%	3
2026 Q1	$13.1M	Buy	337,045 +51,982	+18%	+$2.11M	2.37%	3
2025 Q4	$11.6M	Buy	285,063 +35,065	+14%	+$1.43M	3.14%	6
2025 Q3	$10.1M	Buy	249,998 +35,792	+17%	+$1.38M	2.98%	8
2025 Q2	$7.11M	Hold	214,206	–	–	2.44%	15
2025 Q1	$7.11M	Buy	214,206 +24,894	+13%	+$866K	2.64%	14
2024 Q4	$6.55M	Buy	189,312 +9,356	+5%	+$328K	2.49%	16
2024 Q3	$6.02M	Buy	179,956 +160,701	+835%	+$5.26M	2.27%	15
2024 Q2	$621K	Buy	+19,255	New	+$598K	0.27%	52

Other funds holding RECS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

ARQ Wealth Advisors increased its Columbia Research Enhanced Core ETF (RECS) stake by 39% in Q2 2026, buying an estimated $5.57M and bringing the position to 468,514 shares worth $20.8M. The position accounts for 2.58% of the portfolio, ranked #3.

ARQ Wealth Advisors first reported a position in RECS in Q2 2024 and has held it in 9 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

ARQ Wealth Advisors held 468,514 shares of Columbia Research Enhanced Core ETF worth $20.8M as of Q2 2026.
ARQ Wealth Advisors bought 131,469 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $5.57M.
Columbia Research Enhanced Core ETF made up 2.58% of ARQ Wealth Advisors's portfolio in Q2 2026, its #3 holding.
ARQ Wealth Advisors first reported a position in Columbia Research Enhanced Core ETF in Q2 2024 and has held it in 9 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.