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Atomi Financial Group’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Atomi Financial Group’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
2025
Q3 		– Sell
-7,061
Closed -$260K – 1231
2025
Q2 		$260K Buy
+7,061
New +$239K 0.01% 895

Other funds holding RECS

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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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atomi Financial Group's RECS Position: Q3 2025 in Review

Atomi Financial Group sold out of Columbia Research Enhanced Core ETF (RECS) in Q3 2025, closing a stake of 7,061 shares — an estimated $260K sold.

Atomi Financial Group first reported a position in RECS in Q2 2025 and held it in 1 quarter. The position peaked at $260K in Q2 2025. 156 funds tracked by Wall St. Rank hold RECS as of Q3 2025.

  • Atomi Financial Group reported no remaining Columbia Research Enhanced Core ETF position as of Q3 2025 after selling out during the quarter.
  • Atomi Financial Group sold 7,061 Columbia Research Enhanced Core ETF shares in Q3 2025, an estimated $260K.
  • Atomi Financial Group first reported a position in Columbia Research Enhanced Core ETF in Q2 2025 and held it in 1 quarter.
  • Atomi Financial Group's Columbia Research Enhanced Core ETF position peaked at $260K in Q2 2025.
  • 156 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2025.

Based on Atomi Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.