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

Envestnet 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	$5.92M	Buy	136,770 +17,651	+15%	+$748K	﹤0.01%	2344
2026 Q1	$4.64M	Buy	119,119 +16,827	+16%	+$682K	﹤0.01%	2364
2025 Q4	$4.18M	Buy	102,292 +23,303	+30%	+$948K	﹤0.01%	2301
2025 Q3	$3.19M	Buy	78,989 +13,293	+20%	+$512K	﹤0.01%	2561
2025 Q2	$2.42M	Buy	65,696 +8,317	+14%	+$282K	﹤0.01%	2695
2025 Q1	$1.91M	Sell	57,379 -29,624	-34%	-$1.03M	﹤0.01%	2769
2024 Q4	$3.01M	Buy	87,003 +20,008	+30%	+$702K	﹤0.01%	2439
2024 Q3	$2.27M	Buy	66,995 +50,666	+310%	+$1.66M	﹤0.01%	2567
2024 Q2	$527K	Buy	+16,329	New	+$507K	﹤0.01%	3426

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

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

Envestnet Asset Management increased its Columbia Research Enhanced Core ETF (RECS) stake by 15% in Q2 2026, buying an estimated $748K and bringing the position to 136,770 shares worth $5.92M. The position accounts for ﹤0.01% of the portfolio, ranked #2344.

Envestnet Asset Management first reported a position in RECS in Q2 2024 and has held it in 9 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Envestnet Asset Management held 136,770 shares of Columbia Research Enhanced Core ETF worth $5.92M as of Q2 2026.
Envestnet Asset Management bought 17,651 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $748K.
Columbia Research Enhanced Core ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2344 holding.
Envestnet Asset Management first reported a position in Columbia Research Enhanced Core ETF in Q2 2024 and has held it in 9 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.