Dana Investment Advisors’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Dana Investment Advisors’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	$2.64M	Buy	60,901 +10,529	+21%	+$446K	0.07%	280
2026 Q1	$1.96M	Buy	50,372 +14,500	+40%	+$588K	0.06%	313
2025 Q4	$1.47M	Buy	35,872 +5,973	+20%	+$243K	0.04%	356
2025 Q3	$1.21M	Buy	29,899 +10,948	+58%	+$422K	0.04%	369
2025 Q2	$697K	Buy	18,951 +7,364	+64%	+$249K	0.02%	424
2025 Q1	$385K	Buy	11,587 +642	+6%	+$22.3K	0.01%	473
2024 Q4	$379K	Buy	+10,945	New	+$384K	0.01%	480

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

Dana Investment Advisors's RECS Position: Q2 2026 in Review

Dana Investment Advisors increased its Columbia Research Enhanced Core ETF (RECS) stake by 21% in Q2 2026, buying an estimated $446K and bringing the position to 60,901 shares worth $2.64M. The position accounts for 0.07% of the portfolio, ranked #280.

Dana Investment Advisors first reported a position in RECS in Q4 2024 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Dana Investment Advisors held 60,901 shares of Columbia Research Enhanced Core ETF worth $2.64M as of Q2 2026.
Dana Investment Advisors bought 10,529 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $446K.
Columbia Research Enhanced Core ETF made up 0.07% of Dana Investment Advisors's portfolio in Q2 2026, its #280 holding.
Dana Investment Advisors first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 7 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.