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

Creative Planning’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 		$563K Buy
13,006
+1,753
+16% +$74.3K ﹤0.01% 3103
2026
Q1 		$439K Buy
+11,253
New +$456K ﹤0.01% 3127

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $2.92B AUM 23.85% 1-Year Est. Return

Creative Planning's RECS Position: Q2 2026 in Review

Creative Planning increased its Columbia Research Enhanced Core ETF (RECS) stake by 16% in Q2 2026, buying an estimated $74.3K and bringing the position to 13,006 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #3103.

Creative Planning first reported a position in RECS in Q1 2026 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Creative Planning held 13,006 shares of Columbia Research Enhanced Core ETF worth $563K as of Q2 2026.
  • Creative Planning bought 1,753 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $74.3K.
  • Columbia Research Enhanced Core ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3103 holding.
  • Creative Planning first reported a position in Columbia Research Enhanced Core ETF in Q1 2026 and has held it in 2 quarters since.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.