BW
RECS icon

Bison Wealth’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Bison Wealth’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
2024
Q4 		$237K Buy
+6,849
New +$240K 0.05% 268

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
BWP
BlueStem Wealth Partners Minnetonka, Minnesota $900M AUM 15.24% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SWAG
Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return

Bison Wealth's RECS Position: Q4 2024 in Review

Bison Wealth opened a new position in Columbia Research Enhanced Core ETF (RECS) in Q4 2024: 6,849 shares worth $237K. The stake represents 0.05% of the portfolio and ranks #268 among its holdings.

108 funds tracked by Wall St. Rank hold RECS as of Q4 2024.

  • Bison Wealth held 6,849 shares of Columbia Research Enhanced Core ETF worth $237K as of Q4 2024.
  • Columbia Research Enhanced Core ETF was a new Bison Wealth position in Q4 2024.
  • Columbia Research Enhanced Core ETF made up 0.05% of Bison Wealth's portfolio in Q4 2024, its #268 holding.
  • 108 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.