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

BlueStem Wealth Partners’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	$33.6M	Sell	862,284 -484,681	-36%	-$19.7M	3.74%	7
2025 Q4	$55M	Buy	1,346,965 +631,523	+88%	+$25.7M	6.07%	4
2025 Q3	$28.9M	Sell	715,442 -347,497	-33%	-$13.4M	3.31%	7
2025 Q2	$39.1M	Sell	1,062,939 -516,918	-33%	-$17.5M	4.8%	6
2025 Q1	$52.5M	Buy	1,579,857 +382,928	+32%	+$13.3M	7.15%	3
2024 Q4	$41.4M	Buy	+1,196,929	New	+$42M	5.44%	6

Other funds holding RECS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BlueStem Wealth Partners's RECS Position: Q1 2026 in Review

BlueStem Wealth Partners reduced its Columbia Research Enhanced Core ETF (RECS) stake by 36% in Q1 2026, selling an estimated $19.7M and leaving 862,284 shares worth $33.6M. The position accounts for 3.74% of the portfolio, ranked #7.

BlueStem Wealth Partners first reported a position in RECS in Q4 2024 and has held it in 6 quarters since. The position peaked at $55M in Q4 2025. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

BlueStem Wealth Partners held 862,284 shares of Columbia Research Enhanced Core ETF worth $33.6M as of Q1 2026.
BlueStem Wealth Partners sold 484,681 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $19.7M.
Columbia Research Enhanced Core ETF made up 3.74% of BlueStem Wealth Partners's portfolio in Q1 2026, its #7 holding.
BlueStem Wealth Partners first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's Columbia Research Enhanced Core ETF position peaked at $55M in Q4 2025.
175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.