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Equity Wealth Partners’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Equity Wealth Partners’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 		$792K Sell
18,294
-2,002
-10% -$84.8K 0.28% 55
2026
Q1 		$791K Sell
20,296
-1,967
-9% -$79.8K 0.51% 40
2025
Q4 		$909K Buy
22,263
+1,518
+7% +$61.8K 0.59% 38
2025
Q3 		$837K Buy
+20,745
New +$799K 0.68% 40

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Equity Wealth Partners's RECS Position: Q2 2026 in Review

Equity Wealth Partners reduced its Columbia Research Enhanced Core ETF (RECS) stake by 9.9% in Q2 2026, selling an estimated $84.8K and leaving 18,294 shares worth $792K. The position accounts for 0.28% of the portfolio, ranked #55.

Equity Wealth Partners first reported a position in RECS in Q3 2025 and has held it in 4 quarters since. The position peaked at $909K in Q4 2025. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Equity Wealth Partners held 18,294 shares of Columbia Research Enhanced Core ETF worth $792K as of Q2 2026.
  • Equity Wealth Partners sold 2,002 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $84.8K.
  • Columbia Research Enhanced Core ETF made up 0.28% of Equity Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • Equity Wealth Partners first reported a position in Columbia Research Enhanced Core ETF in Q3 2025 and has held it in 4 quarters since.
  • Equity Wealth Partners's Columbia Research Enhanced Core ETF position peaked at $909K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Equity Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.