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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
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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $2.6B AUM 18.62% 1-Year Est. Return

Concentrum Wealth Management's RECS Position: Q1 2026 in Review

Concentrum Wealth Management sold out of Columbia Research Enhanced Core ETF (RECS) in Q1 2026, closing a stake of 5,000 shares — an estimated $204K sold.

Concentrum Wealth Management first reported a position in RECS in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

  • Concentrum Wealth Management reported no remaining Columbia Research Enhanced Core ETF position as of Q1 2026 after selling out during the quarter.
  • Concentrum Wealth Management sold 5,000 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $204K.
  • Concentrum Wealth Management first reported a position in Columbia Research Enhanced Core ETF in Q4 2025 and held it in 1 quarter.
  • Concentrum Wealth Management's Columbia Research Enhanced Core ETF position peaked at $204K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.