Daymark Wealth Partners’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Daymark Wealth Partners’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	$49M	Buy	1,132,868 +160,602	+17%	+$6.81M	1.2%	15
2026 Q1	$37.9M	Buy	972,266 +84,653	+10%	+$3.43M	1.19%	14
2025 Q4	$36.3M	Buy	887,613 +125,673	+16%	+$5.11M	1.16%	15
2025 Q3	$30.7M	Buy	761,940 +41,423	+6%	+$1.6M	1.04%	16
2025 Q2	$26.5M	Buy	720,517 +89,024	+14%	+$3.01M	1.01%	20
2025 Q1	$21M	Buy	+631,493	New	+$22M	0.9%	25

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

Daymark Wealth Partners's RECS Position: Q2 2026 in Review

Daymark Wealth Partners increased its Columbia Research Enhanced Core ETF (RECS) stake by 17% in Q2 2026, buying an estimated $6.81M and bringing the position to 1,132,868 shares worth $49M. The position accounts for 1.2% of the portfolio, ranked #15.

Daymark Wealth Partners 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.

Daymark Wealth Partners held 1,132,868 shares of Columbia Research Enhanced Core ETF worth $49M as of Q2 2026.
Daymark Wealth Partners bought 160,602 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $6.81M.
Columbia Research Enhanced Core ETF made up 1.2% of Daymark Wealth Partners's portfolio in Q2 2026, its #15 holding.
Daymark Wealth Partners 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 Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.