EFS
Essex Financial Services’s Columbia Research Enhanced Core ETF RECS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85M | Buy |
213,424
+39,344
| +23% | +$1.45M | 0.52% | 42 |
|
|
2025
Q1 | $5.78M | Buy |
174,080
+39,228
| +29% | +$1.3M | 0.42% | 53 |
|
|
2024
Q4 | $4.67M | Buy |
134,852
+94,476
| +234% | +$3.27M | 0.33% | 71 |
|
|
2024
Q3 | $1.41M | Buy |
40,376
+17,554
| +77% | +$611K | 0.1% | 186 |
|
|
2024
Q2 | $720K | Buy |
+22,822
| New | +$720K | 0.05% | 298 |
|