DHJJ Financial Advisors’s Columbia Research Enhanced Core ETF RECS Stock Holding History

DHJJ Financial 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	$195	Hold	5	–	–	﹤0.01%	998
2025 Q4	$205	Hold	5	–	–	﹤0.01%	950
2025 Q3	$202	Hold	5	–	–	﹤0.01%	916
2025 Q2	$184	Hold	5	–	–	﹤0.01%	896
2025 Q1	$167	Hold	5	–	–	﹤0.01%	860
2024 Q4	$174	Hold	5	–	–	﹤0.01%	824
2024 Q3	$170	Hold	5	–	–	﹤0.01%	811
2024 Q2	$162	Hold	5	–	–	﹤0.01%	764
2024 Q1	$155	Hold	5	–	–	﹤0.01%	748
2023 Q4	$139	Hold	5	–	–	﹤0.01%	745
2023 Q3	$126	Buy	+5	New	+$130	﹤0.01%	748

Other funds holding RECS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

DHJJ Financial Advisors's RECS Position: Q1 2026 in Review

DHJJ Financial Advisors held its Columbia Research Enhanced Core ETF (RECS) position steady in Q1 2026 at 5 shares worth $195. The position accounts for ﹤0.01% of the portfolio, ranked #998.

DHJJ Financial Advisors first reported a position in RECS in Q3 2023 and has held it in 11 quarters since. The position peaked at $205 in Q4 2025. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

DHJJ Financial Advisors held 5 shares of Columbia Research Enhanced Core ETF worth $195 as of Q1 2026.
DHJJ Financial Advisors left its Columbia Research Enhanced Core ETF share count unchanged in Q1 2026.
Columbia Research Enhanced Core ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #998 holding.
DHJJ Financial Advisors first reported a position in Columbia Research Enhanced Core ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Columbia Research Enhanced Core ETF position peaked at $205 in Q4 2025.
175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.