Frederick Financial Consultants’s Columbia Research Enhanced Value ETF REVS Stock Holding History

Frederick Financial Consultants’s Portfolio REVS Stock Details REVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$824K	Sell	26,216 -84	-0.3%	-$2.59K	0.35%	47
2026 Q1	$753K	Sell	26,300 -99	-0.4%	-$2.88K	0.37%	47
2025 Q4	$747K	Sell	26,399 -6,328	-19%	-$179K	0.41%	45
2025 Q3	$915K	Sell	32,727 -1,868	-5%	-$50.8K	0.51%	40
2025 Q2	$909K	Sell	34,595 -2,561	-7%	-$63.5K	0.56%	39
2025 Q1	$938K	Sell	37,156 -1,845	-5%	-$46.9K	0.68%	31
2024 Q4	$965K	Buy	+39,001	New	+$1.01M	0.77%	29

Other funds holding REVS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

Frederick Financial Consultants's REVS Position: Q2 2026 in Review

Frederick Financial Consultants reduced its Columbia Research Enhanced Value ETF (REVS) stake by 0.32% in Q2 2026, selling an estimated $2.59K and leaving 26,216 shares worth $824K. The position accounts for 0.35% of the portfolio, ranked #47.

Frederick Financial Consultants first reported a position in REVS in Q4 2024 and has held it in 7 quarters since. The position peaked at $965K in Q4 2024. 37 funds tracked by Wall St. Rank hold REVS as of Q2 2026.

Frederick Financial Consultants held 26,216 shares of Columbia Research Enhanced Value ETF worth $824K as of Q2 2026.
Frederick Financial Consultants sold 84 Columbia Research Enhanced Value ETF shares in Q2 2026, an estimated $2.59K.
Columbia Research Enhanced Value ETF made up 0.35% of Frederick Financial Consultants's portfolio in Q2 2026, its #47 holding.
Frederick Financial Consultants first reported a position in Columbia Research Enhanced Value ETF in Q4 2024 and has held it in 7 quarters since.
Frederick Financial Consultants's Columbia Research Enhanced Value ETF position peaked at $965K in Q4 2024.
37 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.