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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.65M	Buy	99,278 +9,269	+10%	+$341K	0.04%	445
2025 Q1	$2.99M	Buy	+90,009	New	+$2.99M	0.04%	417