FC
RECS icon

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
Q1 		$3.08K Hold
79
– – ﹤0.01% 893
2025
Q4 		$3.23K Buy
+79
New +$3.21K ﹤0.01% 813

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $2.6B AUM 18.62% 1-Year Est. Return

Financial Consulate's RECS Position: Q1 2026 in Review

Financial Consulate held its Columbia Research Enhanced Core ETF (RECS) position steady in Q1 2026 at 79 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Financial Consulate first reported a position in RECS in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.23K in Q4 2025. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

  • Financial Consulate held 79 shares of Columbia Research Enhanced Core ETF worth $3.08K as of Q1 2026.
  • Financial Consulate left its Columbia Research Enhanced Core ETF share count unchanged in Q1 2026.
  • Columbia Research Enhanced Core ETF made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #893 holding.
  • Financial Consulate first reported a position in Columbia Research Enhanced Core ETF in Q4 2025 and has held it in 2 quarters since.
  • Financial Consulate's Columbia Research Enhanced Core ETF position peaked at $3.23K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.