Denver Wealth Management’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Denver Wealth Management’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	$964K	Buy	22,263 +384	+2%	+$16.3K	0.28%	40
2026 Q1	$853K	Sell	21,879 -8,043	-27%	-$326K	0.29%	44
2025 Q4	$1.22M	Buy	29,922 +1,252	+4%	+$51K	0.43%	27
2025 Q3	$1.16M	Sell	28,670 -2,125	-7%	-$81.9K	0.43%	28
2025 Q2	$1.13M	Buy	30,795 +5,869	+24%	+$199K	0.47%	27
2025 Q1	$828K	Buy	+24,926	New	+$867K	0.38%	33

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

Denver Wealth Management's RECS Position: Q2 2026 in Review

Denver Wealth Management increased its Columbia Research Enhanced Core ETF (RECS) stake by 1.8% in Q2 2026, buying an estimated $16.3K and bringing the position to 22,263 shares worth $964K. The position accounts for 0.28% of the portfolio, ranked #40.

Denver Wealth Management first reported a position in RECS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.22M in Q4 2025. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Denver Wealth Management held 22,263 shares of Columbia Research Enhanced Core ETF worth $964K as of Q2 2026.
Denver Wealth Management bought 384 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $16.3K.
Columbia Research Enhanced Core ETF made up 0.28% of Denver Wealth Management's portfolio in Q2 2026, its #40 holding.
Denver Wealth Management first reported a position in Columbia Research Enhanced Core ETF in Q1 2025 and has held it in 6 quarters since.
Denver Wealth Management's Columbia Research Enhanced Core ETF position peaked at $1.22M in Q4 2025.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.