GI
RECS icon

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

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 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. 26 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.
  • 26 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.