BostonPremier Wealth
RECS icon

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
Q3 		$260K Hold
5,759
– – 0.11% 67
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

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Snider Financial Group
Snider Financial Group Bellevue, Washington $415M AUM 19.98% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
RCS
R2 Capital Strategies Lincoln, Nebraska $236M AUM

BostonPremier Wealth's RECS Position: Q3 2026 in Review

BostonPremier Wealth held its Columbia Research Enhanced Core ETF (RECS) position steady in Q3 2026 at 5,759 shares worth $260K. The position accounts for 0.11% of the portfolio, ranked #67.

BostonPremier Wealth first reported a position in RECS in Q4 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold RECS as of Q3 2026.

  • BostonPremier Wealth held 5,759 shares of Columbia Research Enhanced Core ETF worth $260K as of Q3 2026.
  • BostonPremier Wealth left its Columbia Research Enhanced Core ETF share count unchanged in Q3 2026.
  • Columbia Research Enhanced Core ETF made up 0.11% of BostonPremier Wealth's portfolio in Q3 2026, its #67 holding.
  • BostonPremier Wealth first reported a position in Columbia Research Enhanced Core ETF in Q4 2025 and has held it in 4 quarters since.
  • 45 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.