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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
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

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

Barrett & Company's RECS Position: Q2 2026 in Review

Barrett & Company held its Columbia Research Enhanced Core ETF (RECS) position steady in Q2 2026 at 30 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Barrett & Company first reported a position in RECS in Q4 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Barrett & Company held 30 shares of Columbia Research Enhanced Core ETF worth $1.31K as of Q2 2026.
  • Barrett & Company left its Columbia Research Enhanced Core ETF share count unchanged in Q2 2026.
  • Columbia Research Enhanced Core ETF made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #651 holding.
  • Barrett & Company first reported a position in Columbia Research Enhanced Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.