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Global Retirement Partners’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Global Retirement Partners’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 		$278K Buy
+6,417
New +$272K ﹤0.01% 1381
2025
Q4 		$146K Buy
3,584
+637
+22% +$25.9K ﹤0.01% 1671
2025
Q3 		$119K Buy
2,947
+215
+8% +$8.29K ﹤0.01% 1444
2025
Q2 		$101K Buy
+2,732
New +$92.5K ﹤0.01% 1434
2024
Q4 		$92.4K Buy
+2,670
New +$93.7K ﹤0.01% 1315

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
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

Global Retirement Partners's RECS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Columbia Research Enhanced Core ETF (RECS) in Q2 2026: 6,417 shares worth $278K. The stake represents ﹤0.01% of the portfolio and ranks #1381 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in RECS as recently as Q4 2025.

Global Retirement Partners first reported a position in RECS in Q4 2024 and has held it in 5 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Global Retirement Partners held 6,417 shares of Columbia Research Enhanced Core ETF worth $278K as of Q2 2026.
  • Columbia Research Enhanced Core ETF was a new Global Retirement Partners position in Q2 2026.
  • Columbia Research Enhanced Core ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1381 holding.
  • Global Retirement Partners first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 5 quarters since.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.