Axis Wealth Partners’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Axis Wealth Partners’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	$1.52M	Sell	35,103 -1,363	-4%	-$57.8K	0.73%	38
2026 Q1	$1.42M	Sell	36,466 -692	-2%	-$28.1K	0.76%	38
2025 Q4	$1.52M	Buy	37,158 +676	+2%	+$27.5K	0.84%	34
2025 Q3	$1.47M	Buy	36,482 +3,241	+10%	+$125K	0.86%	31
2025 Q2	$1.22M	Buy	33,241 +4,017	+14%	+$136K	0.8%	36
2025 Q1	$971K	Buy	29,224 +440	+2%	+$15.3K	0.72%	39
2024 Q4	$996K	Buy	+28,784	New	+$1.01M	0.84%	35

Other funds holding RECS

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Axis Wealth Partners's RECS Position: Q2 2026 in Review

Axis Wealth Partners reduced its Columbia Research Enhanced Core ETF (RECS) stake by 3.7% in Q2 2026, selling an estimated $57.8K and leaving 35,103 shares worth $1.52M. The position accounts for 0.73% of the portfolio, ranked #38.

Axis Wealth Partners 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.

Axis Wealth Partners held 35,103 shares of Columbia Research Enhanced Core ETF worth $1.52M as of Q2 2026.
Axis Wealth Partners sold 1,363 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $57.8K.
Columbia Research Enhanced Core ETF made up 0.73% of Axis Wealth Partners's portfolio in Q2 2026, its #38 holding.
Axis Wealth Partners 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 Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.