Empirical Asset Management’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Empirical Asset 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	$450K	Sell	10,388 -589	-5%	-$25K	0.1%	252
2026 Q1	$428K	Sell	10,977 -1,293	-11%	-$52.4K	0.11%	240
2025 Q4	$501K	Sell	12,270 -20,453	-63%	-$832K	0.14%	198
2025 Q3	$1.32M	Sell	32,723 -36,402	-53%	-$1.4M	0.37%	65
2025 Q2	$2.54M	Buy	69,125 +936	+1%	+$31.7K	0.79%	23
2025 Q1	$2.26M	Buy	68,189 +1,648	+2%	+$57.3K	0.77%	28
2024 Q4	$2.3M	Sell	66,541 -2,786	-4%	-$97.8K	0.76%	22
2024 Q3	$2.35M	Buy	69,327 +43,961	+173%	+$1.44M	0.84%	20
2024 Q2	$819K	Buy	+25,366	New	+$788K	0.31%	88
2023 Q1	–	Sell	-23,044	Closed	-$524K	–	192
2022 Q4	$524K	Buy	23,044 +423	+2%	+$9.71K	0.55%	70
2022 Q3	$477K	Buy	22,621 +8,327	+58%	+$194K	0.52%	73
2022 Q2	$318K	Buy	+14,294	New	+$344K	0.34%	115

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

Empirical Asset Management's RECS Position: Q2 2026 in Review

Empirical Asset Management reduced its Columbia Research Enhanced Core ETF (RECS) stake by 5.4% in Q2 2026, selling an estimated $25K and leaving 10,388 shares worth $450K. The position accounts for 0.1% of the portfolio, ranked #252.

Empirical Asset Management first reported a position in RECS in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.54M in Q2 2025. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Empirical Asset Management held 10,388 shares of Columbia Research Enhanced Core ETF worth $450K as of Q2 2026.
Empirical Asset Management sold 589 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $25K.
Columbia Research Enhanced Core ETF made up 0.1% of Empirical Asset Management's portfolio in Q2 2026, its #252 holding.
Empirical Asset Management first reported a position in Columbia Research Enhanced Core ETF in Q2 2022 and has held it in 12 quarters since.
Empirical Asset Management's Columbia Research Enhanced Core ETF position peaked at $2.54M in Q2 2025.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.