AssetMark Inc
RECS icon

AssetMark Inc’s Columbia Research Enhanced Core ETF RECS Stock Holding History

AssetMark Inc’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 		$9.7K Buy
224
+107
+91% +$4.53K ﹤0.01% 2465
2026
Q1 		$4.56K Hold
117
– – ﹤0.01% 2595
2025
Q4 		$4.78K Hold
117
– – ﹤0.01% 2483
2025
Q3 		$4.72K Hold
117
– – ﹤0.01% 2364
2025
Q2 		$4.3K Buy
+117
New +$3.96K ﹤0.01% 2179

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

AssetMark Inc's RECS Position: Q2 2026 in Review

AssetMark Inc increased its Columbia Research Enhanced Core ETF (RECS) stake by 91% in Q2 2026, buying an estimated $4.53K and bringing the position to 224 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2465.

AssetMark Inc first reported a position in RECS in Q2 2025 and has held it in 5 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • AssetMark Inc held 224 shares of Columbia Research Enhanced Core ETF worth $9.7K as of Q2 2026.
  • AssetMark Inc bought 107 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $4.53K.
  • Columbia Research Enhanced Core ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2465 holding.
  • AssetMark Inc first reported a position in Columbia Research Enhanced Core ETF in Q2 2025 and has held it in 5 quarters since.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.