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Coldstream Capital Management’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Coldstream Capital Management’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 		$212K Sell
4,909
-1,894
-28% -$80.3K ﹤0.01% 1150
2026
Q1 		$265K Buy
+6,803
New +$276K ﹤0.01% 997

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

Coldstream Capital Management's RECS Position: Q2 2026 in Review

Coldstream Capital Management reduced its Columbia Research Enhanced Core ETF (RECS) stake by 28% in Q2 2026, selling an estimated $80.3K and leaving 4,909 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Coldstream Capital Management first reported a position in RECS in Q1 2026 and has held it in 2 quarters since. The position peaked at $265K in Q1 2026. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Coldstream Capital Management held 4,909 shares of Columbia Research Enhanced Core ETF worth $212K as of Q2 2026.
  • Coldstream Capital Management sold 1,894 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $80.3K.
  • Columbia Research Enhanced Core ETF made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1150 holding.
  • Coldstream Capital Management first reported a position in Columbia Research Enhanced Core ETF in Q1 2026 and has held it in 2 quarters since.
  • Coldstream Capital Management's Columbia Research Enhanced Core ETF position peaked at $265K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.