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Aspire Wealth Management’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Aspire Wealth Management’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
2024
Q3 		$1.06M Buy
31,281
+14,279
+84% +$468K 0.57% 36
2024
Q2 		$549K Buy
+17,002
New +$528K 0.31% 56

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
SWAG
Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Aspire Wealth Management's RECS Position: Q3 2024 in Review

Aspire Wealth Management increased its Columbia Research Enhanced Core ETF (RECS) stake by 84% in Q3 2024, buying an estimated $468K and bringing the position to 31,281 shares worth $1.06M. The position accounts for 0.57% of the portfolio, ranked #36.

Aspire Wealth Management first reported a position in RECS in Q2 2024 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold RECS as of Q3 2024.

  • Aspire Wealth Management held 31,281 shares of Columbia Research Enhanced Core ETF worth $1.06M as of Q3 2024.
  • Aspire Wealth Management bought 14,279 Columbia Research Enhanced Core ETF shares in Q3 2024, an estimated $468K.
  • Columbia Research Enhanced Core ETF made up 0.57% of Aspire Wealth Management's portfolio in Q3 2024, its #36 holding.
  • Aspire Wealth Management first reported a position in Columbia Research Enhanced Core ETF in Q2 2024 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.