Fidelis Capital Partners’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Fidelis Capital 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	$3.53M	Buy	81,616 +8,402	+11%	+$356K	0.2%	92
2026 Q1	$2.85M	Buy	73,214 +8,899	+14%	+$361K	0.2%	95
2025 Q4	$2.63M	Buy	64,315 +13,256	+26%	+$539K	0.19%	97
2025 Q3	$2.06M	Buy	51,059 +1,116	+2%	+$43K	0.16%	107
2025 Q2	$1.9M	Buy	+49,943	New	+$1.69M	0.17%	104

Other funds holding RECS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Fidelis Capital Partners's RECS Position: Q2 2026 in Review

Fidelis Capital Partners increased its Columbia Research Enhanced Core ETF (RECS) stake by 11% in Q2 2026, buying an estimated $356K and bringing the position to 81,616 shares worth $3.53M. The position accounts for 0.2% of the portfolio, ranked #92.

Fidelis Capital Partners first reported a position in RECS in Q2 2025 and has held it in 5 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Fidelis Capital Partners held 81,616 shares of Columbia Research Enhanced Core ETF worth $3.53M as of Q2 2026.
Fidelis Capital Partners bought 8,402 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $356K.
Columbia Research Enhanced Core ETF made up 0.2% of Fidelis Capital Partners's portfolio in Q2 2026, its #92 holding.
Fidelis Capital Partners first reported a position in Columbia Research Enhanced Core ETF in Q2 2025 and has held it in 5 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.