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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BWL

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fulcrum Equity Management's RECS Position: Q4 2025 in Review

Fulcrum Equity Management sold out of Columbia Research Enhanced Core ETF (RECS) in Q4 2025, closing a stake of 6,059 shares — an estimated $244K sold.

Fulcrum Equity Management first reported a position in RECS in Q3 2021 and held it in 6 quarters. The position peaked at $743K in Q3 2024. 175 funds tracked by Wall St. Rank hold RECS as of Q4 2025.

Fulcrum Equity Management reported no remaining Columbia Research Enhanced Core ETF position as of Q4 2025 after selling out during the quarter.
Fulcrum Equity Management sold 6,059 Columbia Research Enhanced Core ETF shares in Q4 2025, an estimated $244K.
Fulcrum Equity Management first reported a position in Columbia Research Enhanced Core ETF in Q3 2021 and held it in 6 quarters.
Fulcrum Equity Management's Columbia Research Enhanced Core ETF position peaked at $743K in Q3 2024.
175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q4 2025.

Based on Fulcrum Equity Management's 13F filing for Q4 2025, filed 6 Jan 2026.