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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
Q2 		$8.46M Buy
195,435
+3,033
+2% +$129K 0.08% 250
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 $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

Atria Investments's RECS Position: Q2 2026 in Review

Atria Investments increased its Columbia Research Enhanced Core ETF (RECS) stake by 1.6% in Q2 2026, buying an estimated $129K and bringing the position to 195,435 shares worth $8.46M. The position accounts for 0.08% of the portfolio, ranked #250.

Atria Investments first reported a position in RECS in Q4 2024 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Atria Investments held 195,435 shares of Columbia Research Enhanced Core ETF worth $8.46M as of Q2 2026.
  • Atria Investments bought 3,033 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $129K.
  • Columbia Research Enhanced Core ETF made up 0.08% of Atria Investments's portfolio in Q2 2026, its #250 holding.
  • Atria Investments first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 7 quarters since.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.