Brown Financial Advisors’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Brown Financial Advisors’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	$4.97M	Buy	114,939 +144	+0.1%	+$6.1K	1.74%	10
2026 Q1	$4.47M	Sell	114,795 -903	-0.8%	-$36.6K	1.69%	12
2025 Q4	$4.73M	Sell	115,698 -1,305	-1%	-$53.1K	1.73%	12
2025 Q3	$4.72M	Buy	117,003 +1,647	+1%	+$63.5K	1.74%	12
2025 Q2	$4.24M	Sell	115,356 -2,818	-2%	-$95.4K	1.66%	12
2025 Q1	$3.92M	Buy	+118,174	New	+$4.11M	1.62%	16

Other funds holding RECS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Brown Financial Advisors's RECS Position: Q2 2026 in Review

Brown Financial Advisors increased its Columbia Research Enhanced Core ETF (RECS) stake by 0.13% in Q2 2026, buying an estimated $6.1K and bringing the position to 114,939 shares worth $4.97M. The position accounts for 1.74% of the portfolio, ranked #10.

Brown Financial Advisors first reported a position in RECS in Q1 2025 and has held it in 6 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Brown Financial Advisors held 114,939 shares of Columbia Research Enhanced Core ETF worth $4.97M as of Q2 2026.
Brown Financial Advisors bought 144 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $6.1K.
Columbia Research Enhanced Core ETF made up 1.74% of Brown Financial Advisors's portfolio in Q2 2026, its #10 holding.
Brown Financial Advisors first reported a position in Columbia Research Enhanced Core ETF in Q1 2025 and has held it in 6 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.