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Gradient Investments’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Gradient Investments’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 		$104M Buy
2,411,318
+90,999
+4% +$3.86M 1.44% 13
2026
Q1 		$90.4M Buy
2,320,319
+118,334
+5% +$4.8M 1.4% 15
2025
Q4 		$89.9M Buy
2,201,985
+63,805
+3% +$2.6M 1.43% 16
2025
Q3 		$86.3M Buy
2,138,180
+106,454
+5% +$4.1M 1.44% 15
2025
Q2 		$74.7M Buy
2,031,726
+23,591
+1% +$799K 1.37% 14
2025
Q1 		$66.7M Buy
+2,008,135
New +$69.8M 1.35% 19

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
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Gradient Investments's RECS Position: Q2 2026 in Review

Gradient Investments increased its Columbia Research Enhanced Core ETF (RECS) stake by 3.9% in Q2 2026, buying an estimated $3.86M and bringing the position to 2,411,318 shares worth $104M. The position accounts for 1.44% of the portfolio, ranked #13.

Gradient Investments first reported a position in RECS in Q1 2025 and has held it in 6 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Gradient Investments held 2,411,318 shares of Columbia Research Enhanced Core ETF worth $104M as of Q2 2026.
  • Gradient Investments bought 90,999 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $3.86M.
  • Columbia Research Enhanced Core ETF made up 1.44% of Gradient Investments's portfolio in Q2 2026, its #13 holding.
  • Gradient Investments first reported a position in Columbia Research Enhanced Core ETF in Q1 2025 and has held it in 6 quarters since.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.