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Avantax Advisory Services’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Avantax Advisory Services’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 		$8.13M Buy
220,971
+140,176
+173% +$4.75M 0.04% 318
2025
Q1 		$2.68M Buy
+80,795
New +$2.81M 0.02% 626

Other funds holding RECS

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Avantax Advisory Services's RECS Position: Q2 2025 in Review

Avantax Advisory Services increased its Columbia Research Enhanced Core ETF (RECS) stake by 173% in Q2 2025, buying an estimated $4.75M and bringing the position to 220,971 shares worth $8.13M. The position accounts for 0.04% of the portfolio, ranked #318.

Avantax Advisory Services first reported a position in RECS in Q1 2025 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold RECS as of Q2 2025.

  • Avantax Advisory Services held 220,971 shares of Columbia Research Enhanced Core ETF worth $8.13M as of Q2 2025.
  • Avantax Advisory Services bought 140,176 Columbia Research Enhanced Core ETF shares in Q2 2025, an estimated $4.75M.
  • Columbia Research Enhanced Core ETF made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #318 holding.
  • Avantax Advisory Services first reported a position in Columbia Research Enhanced Core ETF in Q1 2025 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.