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

BostonPremier 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
2026
Q2 		$249K Sell
5,759
-250
-4% -$10.6K 0.11% 63
2026
Q1 		$234K Buy
6,009
+465
+8% +$18.9K 0.12% 63
2025
Q4 		$226K Buy
+5,544
New +$226K 0.12% 63

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

BostonPremier Wealth's RECS Position: Q2 2026 in Review

BostonPremier Wealth reduced its Columbia Research Enhanced Core ETF (RECS) stake by 4.2% in Q2 2026, selling an estimated $10.6K and leaving 5,759 shares worth $249K. The position accounts for 0.11% of the portfolio, ranked #63.

BostonPremier Wealth 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.

  • BostonPremier Wealth held 5,759 shares of Columbia Research Enhanced Core ETF worth $249K as of Q2 2026.
  • BostonPremier Wealth sold 250 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $10.6K.
  • Columbia Research Enhanced Core ETF made up 0.11% of BostonPremier Wealth's portfolio in Q2 2026, its #63 holding.
  • BostonPremier Wealth 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 BostonPremier Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.