Financial Consulate
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Financial Consulate’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Financial Consulate’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 		– Sell
-79
Closed -$3.08K – 1504
2026
Q1 		$3.08K Hold
79
– – ﹤0.01% 893
2025
Q4 		$3.23K Buy
+79
New +$3.22K ﹤0.01% 813

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
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Bogart Wealth LLC
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Financial Consulate's RECS Position: Q2 2026 in Review

Financial Consulate sold out of Columbia Research Enhanced Core ETF (RECS) in Q2 2026, closing a stake of 79 shares — an estimated $3.08K sold.

Financial Consulate first reported a position in RECS in Q4 2025 and held it in 2 quarters. The position peaked at $3.23K in Q4 2025. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Financial Consulate reported no remaining Columbia Research Enhanced Core ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Consulate sold 79 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $3.08K.
  • Financial Consulate first reported a position in Columbia Research Enhanced Core ETF in Q4 2025 and held it in 2 quarters.
  • Financial Consulate's Columbia Research Enhanced Core ETF position peaked at $3.23K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.