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Creative Financial Designs’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Creative Financial Designs’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
Q3 		– Sell
-36
Closed -$1.32K – 2112
2025
Q2 		$1.32K Buy
+36
New +$1.22K ﹤0.01% 1741

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Financial Designs's RECS Position: Q3 2025 in Review

Creative Financial Designs sold out of Columbia Research Enhanced Core ETF (RECS) in Q3 2025, closing a stake of 36 shares — an estimated $1.32K sold.

Creative Financial Designs first reported a position in RECS in Q2 2025 and held it in 1 quarter. The position peaked at $1.32K in Q2 2025. 156 funds tracked by Wall St. Rank hold RECS as of Q3 2025.

  • Creative Financial Designs reported no remaining Columbia Research Enhanced Core ETF position as of Q3 2025 after selling out during the quarter.
  • Creative Financial Designs sold 36 Columbia Research Enhanced Core ETF shares in Q3 2025, an estimated $1.32K.
  • Creative Financial Designs first reported a position in Columbia Research Enhanced Core ETF in Q2 2025 and held it in 1 quarter.
  • Creative Financial Designs's Columbia Research Enhanced Core ETF position peaked at $1.32K in Q2 2025.
  • 156 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2025.

Based on Creative Financial Designs's 13F filing for Q3 2025, filed 12 Nov 2025.