Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Envestnet Portfolio Solutions’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 		$270K Buy
6,917
+1,156
+20% +$46.9K ﹤0.01% 1155
2025
Q4 		$235K Buy
+5,761
New +$234K ﹤0.01% 1401

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
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

Envestnet Portfolio Solutions's RECS Position: Q1 2026 in Review

Envestnet Portfolio Solutions increased its Columbia Research Enhanced Core ETF (RECS) stake by 20% in Q1 2026, buying an estimated $46.9K and bringing the position to 6,917 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Envestnet Portfolio Solutions first reported a position in RECS in Q4 2025 and has held it in 2 quarters since. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

  • Envestnet Portfolio Solutions held 6,917 shares of Columbia Research Enhanced Core ETF worth $270K as of Q1 2026.
  • Envestnet Portfolio Solutions bought 1,156 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $46.9K.
  • Columbia Research Enhanced Core ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #1155 holding.
  • Envestnet Portfolio Solutions first reported a position in Columbia Research Enhanced Core ETF in Q4 2025 and has held it in 2 quarters since.
  • 175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.