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Foundations Investment Advisors’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Foundations Investment Advisors’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 		$213K Buy
+4,916
New +$208K ﹤0.01% 1117
2025
Q4 		– Sell
-11,231
Closed -$453K – 1174
2025
Q3 		$453K Buy
+11,231
New +$433K 0.01% 684

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 $7B AUM 14.85% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Foundations Investment Advisors's RECS Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in Columbia Research Enhanced Core ETF (RECS) in Q2 2026: 4,916 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1117 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in RECS as recently as Q3 2025.

Foundations Investment Advisors first reported a position in RECS in Q3 2025 and has held it in 2 quarters since. The position peaked at $453K in Q3 2025. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Foundations Investment Advisors held 4,916 shares of Columbia Research Enhanced Core ETF worth $213K as of Q2 2026.
  • Columbia Research Enhanced Core ETF was a new Foundations Investment Advisors position in Q2 2026.
  • Columbia Research Enhanced Core ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1117 holding.
  • Foundations Investment Advisors first reported a position in Columbia Research Enhanced Core ETF in Q3 2025 and has held it in 2 quarters since.
  • Foundations Investment Advisors's Columbia Research Enhanced Core ETF position peaked at $453K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.