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Dean Jacobson Financial Services’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Dean Jacobson Financial Services’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 		$284K Hold
6,563
– – 0.16% 14
2026
Q1 		$256K Hold
6,563
– – 0.16% 15
2025
Q4 		$268K Buy
6,563
+4
+0.1% +$163 0.17% 12
2025
Q3 		$265K Buy
+6,559
New +$253K 0.19% 12

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

Dean Jacobson Financial Services's RECS Position: Q2 2026 in Review

Dean Jacobson Financial Services held its Columbia Research Enhanced Core ETF (RECS) position steady in Q2 2026 at 6,563 shares worth $284K. The position accounts for 0.16% of the portfolio, ranked #14.

Dean Jacobson Financial Services first reported a position in RECS in Q3 2025 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Dean Jacobson Financial Services held 6,563 shares of Columbia Research Enhanced Core ETF worth $284K as of Q2 2026.
  • Dean Jacobson Financial Services left its Columbia Research Enhanced Core ETF share count unchanged in Q2 2026.
  • Columbia Research Enhanced Core ETF made up 0.16% of Dean Jacobson Financial Services's portfolio in Q2 2026, its #14 holding.
  • Dean Jacobson Financial Services first reported a position in Columbia Research Enhanced Core ETF in Q3 2025 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Dean Jacobson Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.