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Comprehensive Financial Consultants Institutional’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$732K Buy
16,906
+2,212
+15% +$93.7K 0.19% 121
2026
Q1 		$573K Buy
14,694
+7,027
+92% +$285K 0.17% 127
2025
Q4 		$313K Buy
+7,667
New +$312K 0.09% 152

Other funds holding RECS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's RECS Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Columbia Research Enhanced Core ETF (RECS) stake by 15% in Q2 2026, buying an estimated $93.7K and bringing the position to 16,906 shares worth $732K. The position accounts for 0.19% of the portfolio, ranked #121.

Comprehensive Financial Consultants Institutional first reported a position in RECS in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 16,906 shares of Columbia Research Enhanced Core ETF worth $732K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 2,212 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $93.7K.
  • Columbia Research Enhanced Core ETF made up 0.19% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #121 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Columbia Research Enhanced Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.