Commonwealth Equity Services’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Commonwealth Equity Services’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	$156M	Buy	3,608,748 +350,326	+11%	+$14.8M	0.2%	101
2026 Q1	$127M	Sell	3,258,422 -25,494	-0.8%	-$1.03M	0.18%	109
2025 Q4	$134M	Buy	3,283,916 +535,497	+19%	+$21.8M	0.18%	106
2025 Q3	$111M	Buy	2,748,419 +231,153	+9%	+$8.91M	0.14%	136
2025 Q2	$92.6M	Buy	2,517,266 +1,097,173	+77%	+$37.2M	0.12%	163
2025 Q1	$47.2M	Buy	1,420,093 +519,368	+58%	+$18.1M	0.07%	282
2024 Q4	$31.2M	Buy	900,725 +320,322	+55%	+$11.2M	0.05%	380
2024 Q3	$19.7M	Buy	580,403 +168,826	+41%	+$5.53M	0.03%	525
2024 Q2	$13.3M	Buy	411,577 +174,210	+73%	+$5.41M	0.02%	686
2024 Q1	$7.35M	Buy	237,367 +207,359	+691%	+$6.07M	0.01%	942
2023 Q4	$832K	Buy	30,008 +5,561	+23%	+$145K	﹤0.01%	2300
2023 Q3	$614K	Buy	24,447 +4,968	+26%	+$129K	﹤0.01%	2422
2023 Q2	$504K	Buy	+19,479	New	+$480K	﹤0.01%	2622

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

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

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Commonwealth Equity Services's RECS Position: Q2 2026 in Review

Commonwealth Equity Services increased its Columbia Research Enhanced Core ETF (RECS) stake by 11% in Q2 2026, buying an estimated $14.8M and bringing the position to 3,608,748 shares worth $156M. The position accounts for 0.2% of the portfolio, ranked #101.

Commonwealth Equity Services first reported a position in RECS in Q2 2023 and has held it in 13 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Commonwealth Equity Services held 3,608,748 shares of Columbia Research Enhanced Core ETF worth $156M as of Q2 2026.
Commonwealth Equity Services bought 350,326 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $14.8M.
Columbia Research Enhanced Core ETF made up 0.2% of Commonwealth Equity Services's portfolio in Q2 2026, its #101 holding.
Commonwealth Equity Services first reported a position in Columbia Research Enhanced Core ETF in Q2 2023 and has held it in 13 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.