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Goldstone Financial Group’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Goldstone Financial Group’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
-16,494
Closed -$666K – 224
2025
Q3 		$666K Buy
+16,494
New +$636K 0.08% 145

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 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 $617B AUM 30.33% 1-Year Est. Return

Goldstone Financial Group's RECS Position: Q4 2025 in Review

Goldstone Financial Group sold out of Columbia Research Enhanced Core ETF (RECS) in Q4 2025, closing a stake of 16,494 shares — an estimated $666K sold.

Goldstone Financial Group first reported a position in RECS in Q3 2025 and held it in 1 quarter. The position peaked at $666K in Q3 2025. 175 funds tracked by Wall St. Rank hold RECS as of Q4 2025.

  • Goldstone Financial Group reported no remaining Columbia Research Enhanced Core ETF position as of Q4 2025 after selling out during the quarter.
  • Goldstone Financial Group sold 16,494 Columbia Research Enhanced Core ETF shares in Q4 2025, an estimated $666K.
  • Goldstone Financial Group first reported a position in Columbia Research Enhanced Core ETF in Q3 2025 and held it in 1 quarter.
  • Goldstone Financial Group's Columbia Research Enhanced Core ETF position peaked at $666K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q4 2025.

Based on Goldstone Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.