Gladstone Institutional Advisory’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Gladstone Institutional Advisory’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
2026 Q2	$23M	Buy	532,297 +76,664	+17%	+$3.25M	0.73%	27
2026 Q1	$17.8M	Buy	455,633 +33,502	+8%	+$1.36M	0.66%	35
2025 Q4	$17.2M	Sell	422,131 -48,377	-10%	-$1.97M	0.65%	34
2025 Q3	$19M	Sell	470,508 -21,297	-4%	-$821K	0.73%	29
2025 Q2	$18.1M	Buy	491,805 +91,336	+23%	+$3.09M	0.75%	27
2025 Q1	$13.3M	Buy	400,469 +14,499	+4%	+$504K	0.62%	32
2024 Q4	$13.4M	Sell	385,970 -79,229	-17%	-$2.78M	0.62%	31
2024 Q3	$15.8M	Buy	465,199 +91,850	+25%	+$3.01M	0.77%	26
2024 Q2	$12M	Sell	373,349 -1,403	-0.4%	-$43.6K	0.63%	27
2024 Q1	$11.6M	Sell	374,752 -32,639	-8%	-$955K	0.64%	29
2023 Q4	$11.3M	Buy	407,391 +20,930	+5%	+$547K	0.63%	29
2023 Q3	$9.71M	Buy	+386,461	New	+$10M	0.63%	29

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

BWL

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

Gladstone Institutional Advisory's RECS Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Columbia Research Enhanced Core ETF (RECS) stake by 17% in Q2 2026, buying an estimated $3.25M and bringing the position to 532,297 shares worth $23M. The position accounts for 0.73% of the portfolio, ranked #27.

Gladstone Institutional Advisory first reported a position in RECS in Q3 2023 and has held it in 12 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Gladstone Institutional Advisory held 532,297 shares of Columbia Research Enhanced Core ETF worth $23M as of Q2 2026.
Gladstone Institutional Advisory bought 76,664 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $3.25M.
Columbia Research Enhanced Core ETF made up 0.73% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #27 holding.
Gladstone Institutional Advisory first reported a position in Columbia Research Enhanced Core ETF in Q3 2023 and has held it in 12 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.