FA
RECS icon

Fiduciary Alliance’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Fiduciary Alliance’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 		– Sell
-5,018
Closed -$205K – 566
2025
Q4 		$205K Sell
5,018
-1,689
-25% -$68.7K 0.01% 489
2025
Q3 		$271K Sell
6,707
-176
-3% -$6.78K 0.02% 427
2025
Q2 		$253K Sell
6,883
-877
-11% -$29.7K 0.02% 422
2025
Q1 		$258K Buy
+7,760
New +$270K 0.03% 337

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
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

Fiduciary Alliance's RECS Position: Q1 2026 in Review

Fiduciary Alliance sold out of Columbia Research Enhanced Core ETF (RECS) in Q1 2026, closing a stake of 5,018 shares — an estimated $205K sold.

Fiduciary Alliance first reported a position in RECS in Q1 2025 and held it in 4 quarters. The position peaked at $271K in Q3 2025. 176 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

  • Fiduciary Alliance reported no remaining Columbia Research Enhanced Core ETF position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 5,018 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $205K.
  • Fiduciary Alliance first reported a position in Columbia Research Enhanced Core ETF in Q1 2025 and held it in 4 quarters.
  • Fiduciary Alliance's Columbia Research Enhanced Core ETF position peaked at $271K in Q3 2025.
  • 176 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.