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

Congress 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
2025
Q2 		$3.65M Buy
99,278
+9,269
+10% +$314K 0.04% 445
2025
Q1 		$2.99M Buy
+90,009
New +$3.13M 0.04% 417

Other funds holding RECS

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Congress Wealth Management's RECS Position: Q2 2025 in Review

Congress Wealth Management increased its Columbia Research Enhanced Core ETF (RECS) stake by 10% in Q2 2025, buying an estimated $314K and bringing the position to 99,278 shares worth $3.65M. The position accounts for 0.04% of the portfolio, ranked #445.

Congress Wealth Management first reported a position in RECS in Q1 2025 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold RECS as of Q2 2025.

  • Congress Wealth Management held 99,278 shares of Columbia Research Enhanced Core ETF worth $3.65M as of Q2 2025.
  • Congress Wealth Management bought 9,269 Columbia Research Enhanced Core ETF shares in Q2 2025, an estimated $314K.
  • Columbia Research Enhanced Core ETF made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #445 holding.
  • Congress Wealth Management first reported a position in Columbia Research Enhanced Core ETF in Q1 2025 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.