B. Riley Wealth Advisors’s Columbia Research Enhanced Core ETF RECS Stock Holding History

B. Riley Wealth Advisors’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	–	Sell	-38,805	Closed	-$1.58M	–	1072
2025 Q4	$1.58M	Buy	38,805 +2,689	+7%	+$109K	0.07%	250
2025 Q3	$1.46M	Buy	36,116 +4,580	+15%	+$177K	0.07%	259
2025 Q2	$1.16M	Buy	+31,536	New	+$1.07M	0.05%	320
2024 Q4	$941K	Buy	27,171 +3,734	+16%	+$131K	0.03%	467
2024 Q3	$792K	Buy	23,437 +1,724	+8%	+$56.4K	0.02%	564
2024 Q2	$701K	Buy	+21,713	New	+$674K	0.02%	669
2024 Q1	–	Sell	-9,175	Closed	-$254K	–	1504
2023 Q4	$254K	Buy	+9,175	New	+$240K	0.01%	1128

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

B. Riley Wealth Advisors's RECS Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Columbia Research Enhanced Core ETF (RECS) in Q1 2026, closing a stake of 38,805 shares — an estimated $1.58M sold.

B. Riley Wealth Advisors first reported a position in RECS in Q4 2023 and held it in 7 quarters. The position peaked at $1.58M in Q4 2025. 176 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

B. Riley Wealth Advisors reported no remaining Columbia Research Enhanced Core ETF position as of Q1 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 38,805 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $1.58M.
B. Riley Wealth Advisors first reported a position in Columbia Research Enhanced Core ETF in Q4 2023 and held it in 7 quarters.
B. Riley Wealth Advisors's Columbia Research Enhanced Core ETF position peaked at $1.58M in Q4 2025.
176 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.