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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
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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Foundations Investment Advisors's RECS Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Columbia Research Enhanced Core ETF (RECS) in Q4 2025, closing a stake of 11,231 shares — an estimated $453K sold.

Foundations Investment Advisors first reported a position in RECS in Q3 2025 and held it in 1 quarter. The position peaked at $453K in Q3 2025. 175 funds tracked by Wall St. Rank hold RECS as of Q4 2025.

  • Foundations Investment Advisors reported no remaining Columbia Research Enhanced Core ETF position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 11,231 Columbia Research Enhanced Core ETF shares in Q4 2025, an estimated $453K.
  • Foundations Investment Advisors first reported a position in Columbia Research Enhanced Core ETF in Q3 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's Columbia Research Enhanced Core ETF position peaked at $453K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.