Barrett & Company
RECS icon

Barrett & Company’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Barrett & Company’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
Q3 		$1.37K Hold
30
– – ﹤0.01% 620
2026
Q2 		$1.31K Hold
30
– – ﹤0.01% 651
2026
Q1 		$1.18K Hold
30
– – ﹤0.01% 602
2025
Q4 		$1.24K Buy
+30
New +$1.22K ﹤0.01% 605

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Gradient Investments
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Bogart Wealth LLC
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Stratos Investment Management
Stratos Investment Management Beachwood, Ohio $2.4B AUM 14.23% 1-Year Est. Return
Ameritas Advisory Services
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Cetera Investment Advisers
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Barrett & Company's RECS Position: Q3 2026 in Review

Barrett & Company held its Columbia Research Enhanced Core ETF (RECS) position steady in Q3 2026 at 30 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Barrett & Company first reported a position in RECS in Q4 2025 and has held it in 4 quarters since. 175 funds tracked by Wall St. Rank hold RECS as of Q3 2026.

  • Barrett & Company held 30 shares of Columbia Research Enhanced Core ETF worth $1.37K as of Q3 2026.
  • Barrett & Company left its Columbia Research Enhanced Core ETF share count unchanged in Q3 2026.
  • Columbia Research Enhanced Core ETF made up ﹤0.01% of Barrett & Company's portfolio in Q3 2026, its #620 holding.
  • Barrett & Company first reported a position in Columbia Research Enhanced Core ETF in Q4 2025 and has held it in 4 quarters since.
  • 175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.