EFS
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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
Q2 		$1.47M Buy
46,656
+17,353
+59% +$535K 0.07% 234
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 $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

Essex Financial Services's REVS Position: Q2 2026 in Review

Essex Financial Services increased its Columbia Research Enhanced Value ETF (REVS) stake by 59% in Q2 2026, buying an estimated $535K and bringing the position to 46,656 shares worth $1.47M. The position accounts for 0.07% of the portfolio, ranked #234.

Essex Financial Services first reported a position in REVS in Q2 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold REVS as of Q2 2026.

  • Essex Financial Services held 46,656 shares of Columbia Research Enhanced Value ETF worth $1.47M as of Q2 2026.
  • Essex Financial Services bought 17,353 Columbia Research Enhanced Value ETF shares in Q2 2026, an estimated $535K.
  • Columbia Research Enhanced Value ETF made up 0.07% of Essex Financial Services's portfolio in Q2 2026, its #234 holding.
  • Essex Financial Services first reported a position in Columbia Research Enhanced Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 37 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.