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Concentrum Wealth Management’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Concentrum Wealth 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 		$216K Buy
+5,000
New +$212K 0.05% 121
2026
Q1 		– Sell
-5,000
Closed -$204K – 117
2025
Q4 		$204K Buy
+5,000
New +$203K 0.06% 87

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

Concentrum Wealth Management's RECS Position: Q2 2026 in Review

Concentrum Wealth Management opened a new position in Columbia Research Enhanced Core ETF (RECS) in Q2 2026: 5,000 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #121 among its holdings. This is a return to the name: Concentrum Wealth Management previously reported a position in RECS as recently as Q4 2025.

Concentrum Wealth Management first reported a position in RECS in Q4 2025 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Concentrum Wealth Management held 5,000 shares of Columbia Research Enhanced Core ETF worth $216K as of Q2 2026.
  • Columbia Research Enhanced Core ETF was a new Concentrum Wealth Management position in Q2 2026.
  • Columbia Research Enhanced Core ETF made up 0.05% of Concentrum Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Concentrum Wealth Management first reported a position in Columbia Research Enhanced Core ETF in Q4 2025 and has held it in 2 quarters since.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.