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

Atria Wealth Solutions’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 Q2	$2.03M	Buy	55,103 +21,111	+62%	+$715K	0.05%	413
2025 Q1	$1.13M	Buy	33,992 +10,942	+47%	+$381K	0.01%	834
2024 Q4	$798K	Buy	23,050 +16,725	+264%	+$587K	0.01%	1022
2024 Q3	$214K	Buy	+6,325	New	+$207K	﹤0.01%	1744

Other funds holding RECS

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Atria Wealth Solutions's RECS Position: Q2 2025 in Review

Atria Wealth Solutions increased its Columbia Research Enhanced Core ETF (RECS) stake by 62% in Q2 2025, buying an estimated $715K and bringing the position to 55,103 shares worth $2.03M. The position accounts for 0.05% of the portfolio, ranked #413.

Atria Wealth Solutions first reported a position in RECS in Q3 2024 and has held it in 4 quarters since. 139 funds tracked by Wall St. Rank hold RECS as of Q2 2025.

Atria Wealth Solutions held 55,103 shares of Columbia Research Enhanced Core ETF worth $2.03M as of Q2 2025.
Atria Wealth Solutions bought 21,111 Columbia Research Enhanced Core ETF shares in Q2 2025, an estimated $715K.
Columbia Research Enhanced Core ETF made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #413 holding.
Atria Wealth Solutions first reported a position in Columbia Research Enhanced Core ETF in Q3 2024 and has held it in 4 quarters since.
139 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.