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Atria Investments’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Atria Investments’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
Q1 		$7.5M Sell
192,402
-2,922
-1% -$119K 0.08% 258
2025
Q4 		$7.98M Sell
195,324
-13,696
-7% -$557K 0.09% 243
2025
Q3 		$8.43M Buy
209,020
+18,804
+10% +$725K 0.1% 235
2025
Q2 		$7M Buy
190,216
+11,029
+6% +$374K 0.08% 280
2025
Q1 		$5.95M Sell
179,187
-5,324
-3% -$185K 0.08% 314
2024
Q4 		$6.39M Buy
+184,511
New +$6.47M 0.08% 281

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Atria Investments's RECS Position: Q1 2026 in Review

Atria Investments reduced its Columbia Research Enhanced Core ETF (RECS) stake by 1.5% in Q1 2026, selling an estimated $119K and leaving 192,402 shares worth $7.5M. The position accounts for 0.08% of the portfolio, ranked #258.

Atria Investments first reported a position in RECS in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.43M in Q3 2025. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

  • Atria Investments held 192,402 shares of Columbia Research Enhanced Core ETF worth $7.5M as of Q1 2026.
  • Atria Investments sold 2,922 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $119K.
  • Columbia Research Enhanced Core ETF made up 0.08% of Atria Investments's portfolio in Q1 2026, its #258 holding.
  • Atria Investments first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 6 quarters since.
  • Atria Investments's Columbia Research Enhanced Core ETF position peaked at $8.43M in Q3 2025.
  • 175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.