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 Q2	$215K	Sell	4,959 -1,073	-18%	-$45.5K	0.13%	114
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Copley Financial Group's RECS Position: Q2 2026 in Review

Copley Financial Group reduced its Columbia Research Enhanced Core ETF (RECS) stake by 18% in Q2 2026, selling an estimated $45.5K and leaving 4,959 shares worth $215K. The position accounts for 0.13% of the portfolio, ranked #114.

Copley Financial Group first reported a position in RECS in Q1 2025 and has held it in 6 quarters since. The position peaked at $256K in Q3 2025. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Copley Financial Group held 4,959 shares of Columbia Research Enhanced Core ETF worth $215K as of Q2 2026.
Copley Financial Group sold 1,073 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $45.5K.
Columbia Research Enhanced Core ETF made up 0.13% of Copley Financial Group's portfolio in Q2 2026, its #114 holding.
Copley Financial Group first reported a position in Columbia Research Enhanced Core ETF in Q1 2025 and has held it in 6 quarters since.
Copley Financial Group's Columbia Research Enhanced Core ETF position peaked at $256K in Q3 2025.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.