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Fulcrum Equity Management’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Fulcrum Equity Management’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
-6,059
Closed -$244K – 124
2025
Q3 		$244K Buy
+6,059
New +$234K 0.25% 79
2025
Q1 		– Sell
-20,638
Closed -$714K – 116
2024
Q4 		$714K Sell
20,638
-1,283
-6% -$45K 0.71% 45
2024
Q3 		$743K Buy
+21,921
New +$718K 0.63% 47
2022
Q2 		– Sell
-8,973
Closed -$233K – 106
2022
Q1 		$233K Sell
8,973
-1,770
-16% -$45.3K 0.14% 96
2021
Q4 		$289K Buy
10,743
+1,534
+17% +$46.9K 0.11% 138
2021
Q3 		$271K Buy
+9,209
New +$278K 0.11% 144

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $71.6B AUM 21.08% 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 $2.59B AUM 18.62% 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 $501B AUM 22.01% 1-Year Est. Return