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

Cornerstone 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 Q2	$1.25M	Buy	28,888 +4,225	+17%	+$179K	0.05%	301
2026 Q1	$961K	Buy	24,663 +1,763	+8%	+$71.5K	0.05%	319
2025 Q4	$935K	Buy	22,900 +8,677	+61%	+$353K	0.05%	302
2025 Q3	$574K	Sell	14,223 -460	-3%	-$17.7K	0.03%	385
2025 Q2	$540K	Buy	14,683 +1,587	+12%	+$53.7K	0.03%	379
2025 Q1	$435K	Buy	+13,096	New	+$455K	0.03%	395

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

Cornerstone Wealth Management's RECS Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Columbia Research Enhanced Core ETF (RECS) stake by 17% in Q2 2026, buying an estimated $179K and bringing the position to 28,888 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #301.

Cornerstone Wealth Management first reported a position in RECS in Q1 2025 and has held it in 6 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Cornerstone Wealth Management held 28,888 shares of Columbia Research Enhanced Core ETF worth $1.25M as of Q2 2026.
Cornerstone Wealth Management bought 4,225 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $179K.
Columbia Research Enhanced Core ETF made up 0.05% of Cornerstone Wealth Management's portfolio in Q2 2026, its #301 holding.
Cornerstone Wealth Management first reported a position in Columbia Research Enhanced Core ETF in Q1 2025 and has held it in 6 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.