Essex Financial Services’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Essex Financial Services’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	$16.5M	Buy	422,201 +65,086	+18%	+$2.64M	0.92%	20
2025 Q4	$14.6M	Buy	357,115 +61,151	+21%	+$2.49M	0.83%	22
2025 Q3	$11.9M	Buy	295,964 +82,540	+39%	+$3.18M	0.71%	28
2025 Q2	$7.85M	Buy	213,424 +39,344	+23%	+$1.33M	0.52%	42
2025 Q1	$5.78M	Buy	174,080 +39,228	+29%	+$1.36M	0.42%	53
2024 Q4	$4.67M	Buy	134,852 +94,476	+234%	+$3.32M	0.33%	71
2024 Q3	$1.41M	Buy	40,376 +17,554	+77%	+$575K	0.1%	186
2024 Q2	$720K	Buy	+22,822	New	+$709K	0.05%	298

Other funds holding RECS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Essex Financial Services's RECS Position: Q1 2026 in Review

Essex Financial Services increased its Columbia Research Enhanced Core ETF (RECS) stake by 18% in Q1 2026, buying an estimated $2.64M and bringing the position to 422,201 shares worth $16.5M. The position accounts for 0.92% of the portfolio, ranked #20.

Essex Financial Services first reported a position in RECS in Q2 2024 and has held it in 8 quarters since. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

Essex Financial Services held 422,201 shares of Columbia Research Enhanced Core ETF worth $16.5M as of Q1 2026.
Essex Financial Services bought 65,086 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $2.64M.
Columbia Research Enhanced Core ETF made up 0.92% of Essex Financial Services's portfolio in Q1 2026, its #20 holding.
Essex Financial Services first reported a position in Columbia Research Enhanced Core ETF in Q2 2024 and has held it in 8 quarters since.
175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.