DIA
RECS icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $2.6B AUM 18.62% 1-Year Est. Return

Dana Investment Advisors's RECS Position: Q1 2026 in Review

Dana Investment Advisors increased its Columbia Research Enhanced Core ETF (RECS) stake by 40% in Q1 2026, buying an estimated $588K and bringing the position to 50,372 shares worth $1.96M. The position accounts for 0.06% of the portfolio, ranked #313.

Dana Investment Advisors first reported a position in RECS in Q4 2024 and has held it in 6 quarters since. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

  • Dana Investment Advisors held 50,372 shares of Columbia Research Enhanced Core ETF worth $1.96M as of Q1 2026.
  • Dana Investment Advisors bought 14,500 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $588K.
  • Columbia Research Enhanced Core ETF made up 0.06% of Dana Investment Advisors's portfolio in Q1 2026, its #313 holding.
  • Dana Investment Advisors first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 6 quarters since.
  • 175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.