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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
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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $2.6B AUM 18.62% 1-Year Est. Return

Barrett & Company's RECS Position: Q1 2026 in Review

Barrett & Company held its Columbia Research Enhanced Core ETF (RECS) position steady in Q1 2026 at 30 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Barrett & Company first reported a position in RECS in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.24K in Q4 2025. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

  • Barrett & Company held 30 shares of Columbia Research Enhanced Core ETF worth $1.18K as of Q1 2026.
  • Barrett & Company left its Columbia Research Enhanced Core ETF share count unchanged in Q1 2026.
  • Columbia Research Enhanced Core ETF made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #602 holding.
  • Barrett & Company first reported a position in Columbia Research Enhanced Core ETF in Q4 2025 and has held it in 2 quarters since.
  • Barrett & Company's Columbia Research Enhanced Core ETF position peaked at $1.24K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.