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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Frederick Financial Consultants's REVS Position: Q1 2026 in Review

Frederick Financial Consultants reduced its Columbia Research Enhanced Value ETF (REVS) stake by 0.38% in Q1 2026, selling an estimated $2.88K and leaving 26,300 shares worth $753K. The position accounts for 0.37% of the portfolio, ranked #47.

Frederick Financial Consultants first reported a position in REVS in Q4 2024 and has held it in 6 quarters since. The position peaked at $965K in Q4 2024. 37 funds tracked by Wall St. Rank hold REVS as of Q1 2026.

  • Frederick Financial Consultants held 26,300 shares of Columbia Research Enhanced Value ETF worth $753K as of Q1 2026.
  • Frederick Financial Consultants sold 99 Columbia Research Enhanced Value ETF shares in Q1 2026, an estimated $2.88K.
  • Columbia Research Enhanced Value ETF made up 0.37% of Frederick Financial Consultants's portfolio in Q1 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 6 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 Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.