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

Comprehensive Financial Planning’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	$44K	Buy	1,018 +1	+0.1%	+$42	0.02%	184
2026 Q1	$39.7K	Hold	1,017	–	–	0.03%	169
2025 Q4	$41.6K	Buy	1,017 +10	+1%	+$407	0.03%	168
2025 Q3	$40.6K	Hold	1,007	–	–	0.03%	174
2025 Q2	$37K	Sell	1,007 -68	-6%	-$2.3K	0.03%	165
2025 Q1	$35.7K	Sell	1,075 -1	-0.1%	-$35	0.03%	152
2024 Q4	$37.2K	Buy	+1,076	New	+$37.8K	0.03%	171

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

Comprehensive Financial Planning's RECS Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Columbia Research Enhanced Core ETF (RECS) stake by 0.1% in Q2 2026, buying an estimated $42 and bringing the position to 1,018 shares worth $44K. The position accounts for 0.02% of the portfolio, ranked #184.

Comprehensive Financial Planning first reported a position in RECS in Q4 2024 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Comprehensive Financial Planning held 1,018 shares of Columbia Research Enhanced Core ETF worth $44K as of Q2 2026.
Comprehensive Financial Planning bought 1 Columbia Research Enhanced Core ETF share in Q2 2026, an estimated $42.
Columbia Research Enhanced Core ETF made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #184 holding.
Comprehensive Financial Planning first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 7 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.