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Barnes Pettey Financial Advisors’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Barnes Pettey Financial 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
Q2 		$228K Hold
5,273
– – 0.07% 160
2026
Q1 		$206K Buy
+5,273
New +$214K 0.09% 152

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 $7.25B AUM 20.71% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Barnes Pettey Financial Advisors's RECS Position: Q2 2026 in Review

Barnes Pettey Financial Advisors held its Columbia Research Enhanced Core ETF (RECS) position steady in Q2 2026 at 5,273 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #160.

Barnes Pettey Financial Advisors first reported a position in RECS in Q1 2026 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Barnes Pettey Financial Advisors held 5,273 shares of Columbia Research Enhanced Core ETF worth $228K as of Q2 2026.
  • Barnes Pettey Financial Advisors left its Columbia Research Enhanced Core ETF share count unchanged in Q2 2026.
  • Columbia Research Enhanced Core ETF made up 0.07% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #160 holding.
  • Barnes Pettey Financial Advisors first reported a position in Columbia Research Enhanced Core ETF in Q1 2026 and has held it in 2 quarters since.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.