Envestnet Asset Management’s Columbia Research Enhanced Value ETF REVS Stock Holding History

Envestnet Asset Management’s Portfolio REVS Stock Details REVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.4M	Buy	361,667 +44,147	+14%	+$1.36M	﹤0.01%	1846
2026 Q1	$9.09M	Buy	+317,520	New	+$9.25M	﹤0.01%	1890
2022 Q1	–	Sell	-38,595	Closed	-$825K	–	4042
2021 Q4	$825K	Buy	38,595 +16,700	+76%	+$350K	﹤0.01%	2747
2021 Q3	$441K	Buy	21,895 +6,138	+39%	+$126K	﹤0.01%	3041
2021 Q2	$318K	Buy	+15,757	New	+$315K	﹤0.01%	3248

Other funds holding REVS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Envestnet Asset Management increased its Columbia Research Enhanced Value ETF (REVS) stake by 14% in Q2 2026, buying an estimated $1.36M and bringing the position to 361,667 shares worth $11.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

Envestnet Asset Management first reported a position in REVS in Q2 2021 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold REVS as of Q2 2026.

Envestnet Asset Management held 361,667 shares of Columbia Research Enhanced Value ETF worth $11.4M as of Q2 2026.
Envestnet Asset Management bought 44,147 Columbia Research Enhanced Value ETF shares in Q2 2026, an estimated $1.36M.
Columbia Research Enhanced Value ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1846 holding.
Envestnet Asset Management first reported a position in Columbia Research Enhanced Value ETF in Q2 2021 and has held it in 5 quarters since.
38 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q2 2026.

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