EFS
REVS icon

Essex Financial Services’s Columbia Research Enhanced Value ETF REVS Stock Holding History

Essex Financial Services’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
Q1 		$839K Buy
29,303
+4,677
+19% +$136K 0.05% 325
2025
Q4 		$697K Buy
24,626
+12,815
+109% +$362K 0.04% 368
2025
Q3 		$330K Buy
11,811
+3,725
+46% +$101K 0.02% 550
2025
Q2 		$213K Buy
+8,086
New +$201K 0.01% 645

Other funds holding REVS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

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

Essex Financial Services increased its Columbia Research Enhanced Value ETF (REVS) stake by 19% in Q1 2026, buying an estimated $136K and bringing the position to 29,303 shares worth $839K. The position accounts for 0.05% of the portfolio, ranked #325.

Essex Financial Services first reported a position in REVS in Q2 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold REVS as of Q1 2026.

  • Essex Financial Services held 29,303 shares of Columbia Research Enhanced Value ETF worth $839K as of Q1 2026.
  • Essex Financial Services bought 4,677 Columbia Research Enhanced Value ETF shares in Q1 2026, an estimated $136K.
  • Columbia Research Enhanced Value ETF made up 0.05% of Essex Financial Services's portfolio in Q1 2026, its #325 holding.
  • Essex Financial Services first reported a position in Columbia Research Enhanced Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q1 2026.

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