Carson Wealth (CWM LLC)’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Carson Wealth (CWM 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	$165K	Sell	4,227 -432	-9%	-$17.5K	﹤0.01%	2889
2025 Q4	$190K	Buy	4,659 +4,463	+2,277%	+$182K	﹤0.01%	2615
2025 Q3	$8K	Hold	196	–	–	﹤0.01%	4581
2025 Q2	$7K	Hold	196	–	–	﹤0.01%	4484
2025 Q1	$7K	Hold	196	–	–	﹤0.01%	4310
2024 Q4	$7K	Buy	196 +2	+1%	+$70	﹤0.01%	4075
2024 Q3	$7K	Hold	194	–	–	﹤0.01%	3964
2024 Q2	$6K	Hold	194	–	–	﹤0.01%	3801
2024 Q1	$6K	Buy	+194	New	+$5.68K	﹤0.01%	3601

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

Carson Wealth (CWM LLC)'s RECS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Columbia Research Enhanced Core ETF (RECS) stake by 9.3% in Q1 2026, selling an estimated $17.5K and leaving 4,227 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #2889.

Carson Wealth (CWM LLC) first reported a position in RECS in Q1 2024 and has held it in 9 quarters since. The position peaked at $190K in Q4 2025. 176 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

Carson Wealth (CWM LLC) held 4,227 shares of Columbia Research Enhanced Core ETF worth $165K as of Q1 2026.
Carson Wealth (CWM LLC) sold 432 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $17.5K.
Columbia Research Enhanced Core ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2889 holding.
Carson Wealth (CWM LLC) first reported a position in Columbia Research Enhanced Core ETF in Q1 2024 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s Columbia Research Enhanced Core ETF position peaked at $190K in Q4 2025.
176 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.