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Cedrus Wealth Group LLC’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Cedrus Wealth Group 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
Q2 		$437K Sell
10,101
-9,920
-50% -$420K 0.38% 32
2026
Q1 		$780K Buy
20,021
+34
+0.2% +$1.38K 0.87% 30
2025
Q4 		$816K Buy
+19,987
New +$813K 0.75% 29

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

Cedrus Wealth Group LLC's RECS Position: Q2 2026 in Review

Cedrus Wealth Group LLC reduced its Columbia Research Enhanced Core ETF (RECS) stake by 50% in Q2 2026, selling an estimated $420K and leaving 10,101 shares worth $437K. The position accounts for 0.38% of the portfolio, ranked #32.

Cedrus Wealth Group LLC first reported a position in RECS in Q4 2025 and has held it in 3 quarters since. The position peaked at $816K in Q4 2025. 185 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Cedrus Wealth Group LLC held 10,101 shares of Columbia Research Enhanced Core ETF worth $437K as of Q2 2026.
  • Cedrus Wealth Group LLC sold 9,920 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $420K.
  • Columbia Research Enhanced Core ETF made up 0.38% of Cedrus Wealth Group LLC's portfolio in Q2 2026, its #32 holding.
  • Cedrus Wealth Group LLC first reported a position in Columbia Research Enhanced Core ETF in Q4 2025 and has held it in 3 quarters since.
  • Cedrus Wealth Group LLC's Columbia Research Enhanced Core ETF position peaked at $816K in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Cedrus Wealth Group LLC's 13F filing for Q2 2026, filed 30 Jul 2026.