Byrne Financial Freedom’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Byrne Financial Freedom’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	$7.43M	Sell	190,512 -8,853	-4%	-$359K	3.55%	7
2025 Q4	$8.14M	Buy	199,365 +52,192	+35%	+$2.12M	3.74%	6
2025 Q3	$5.94M	Buy	147,173 +73,240	+99%	+$2.82M	2.96%	11
2025 Q2	$2.72M	Buy	73,933 +56,689	+329%	+$1.92M	1.36%	22
2025 Q1	$573K	Buy	17,244 +11,030	+178%	+$384K	0.33%	50
2024 Q4	$215K	Buy	+6,214	New	+$218K	0.1%	92

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 $2.6B AUM 18.62% 1-Year Est. Return

Byrne Financial Freedom's RECS Position: Q1 2026 in Review

Byrne Financial Freedom reduced its Columbia Research Enhanced Core ETF (RECS) stake by 4.4% in Q1 2026, selling an estimated $359K and leaving 190,512 shares worth $7.43M. The position accounts for 3.55% of the portfolio, ranked #7.

Byrne Financial Freedom first reported a position in RECS in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.14M in Q4 2025. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

Byrne Financial Freedom held 190,512 shares of Columbia Research Enhanced Core ETF worth $7.43M as of Q1 2026.
Byrne Financial Freedom sold 8,853 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $359K.
Columbia Research Enhanced Core ETF made up 3.55% of Byrne Financial Freedom's portfolio in Q1 2026, its #7 holding.
Byrne Financial Freedom first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 6 quarters since.
Byrne Financial Freedom's Columbia Research Enhanced Core ETF position peaked at $8.14M in Q4 2025.
175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Byrne Financial Freedom's 13F filing for Q1 2026, filed 27 Apr 2026.