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

Bogart Wealth LLC’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	$89.1M	Buy	2,286,664 +45,478	+2%	+$1.84M	3.43%	8
2025 Q4	$91.5M	Buy	2,241,186 +16,820	+0.8%	+$685K	3.67%	7
2025 Q3	$89.8M	Buy	2,224,366 +2,027,908	+1,032%	+$78.2M	3.64%	8
2025 Q2	$7.23M	Buy	196,458 +14,261	+8%	+$483K	0.31%	78
2025 Q1	$6.05M	Buy	182,197 +11,149	+7%	+$388K	0.29%	84
2024 Q4	$5.92M	Buy	171,048 +63,689	+59%	+$2.23M	0.28%	86
2024 Q3	$3.64M	Buy	+107,359	New	+$3.52M	0.17%	102

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

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Bogart Wealth LLC's RECS Position: Q1 2026 in Review

Bogart Wealth LLC increased its Columbia Research Enhanced Core ETF (RECS) stake by 2% in Q1 2026, buying an estimated $1.84M and bringing the position to 2,286,664 shares worth $89.1M. The position accounts for 3.43% of the portfolio, ranked #8.

Bogart Wealth LLC first reported a position in RECS in Q3 2024 and has held it in 7 quarters since. The position peaked at $91.5M in Q4 2025. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

Bogart Wealth LLC held 2,286,664 shares of Columbia Research Enhanced Core ETF worth $89.1M as of Q1 2026.
Bogart Wealth LLC bought 45,478 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $1.84M.
Columbia Research Enhanced Core ETF made up 3.43% of Bogart Wealth LLC's portfolio in Q1 2026, its #8 holding.
Bogart Wealth LLC first reported a position in Columbia Research Enhanced Core ETF in Q3 2024 and has held it in 7 quarters since.
Bogart Wealth LLC's Columbia Research Enhanced Core ETF position peaked at $91.5M in Q4 2025.
175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.