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Copley Financial Group’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Copley Financial Group’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 		$235K Sell
6,032
-211
-3% -$8.56K 0.14% 111
2025
Q4 		$255K Sell
6,243
-108
-2% -$4.39K 0.16% 100
2025
Q3 		$256K Sell
6,351
-292
-4% -$11.3K 0.18% 95
2025
Q2 		$244K Sell
6,643
-395
-6% -$13.4K 0.18% 92
2025
Q1 		$234K Buy
+7,038
New +$245K 0.18% 93

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

Copley Financial Group's RECS Position: Q1 2026 in Review

Copley Financial Group reduced its Columbia Research Enhanced Core ETF (RECS) stake by 3.4% in Q1 2026, selling an estimated $8.56K and leaving 6,032 shares worth $235K. The position accounts for 0.14% of the portfolio, ranked #111.

Copley Financial Group first reported a position in RECS in Q1 2025 and has held it in 5 quarters since. The position peaked at $256K in Q3 2025. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

  • Copley Financial Group held 6,032 shares of Columbia Research Enhanced Core ETF worth $235K as of Q1 2026.
  • Copley Financial Group sold 211 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $8.56K.
  • Columbia Research Enhanced Core ETF made up 0.14% of Copley Financial Group's portfolio in Q1 2026, its #111 holding.
  • Copley Financial Group first reported a position in Columbia Research Enhanced Core ETF in Q1 2025 and has held it in 5 quarters since.
  • Copley Financial Group's Columbia Research Enhanced Core ETF position peaked at $256K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.