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 Q3	$110M	Buy	2,437,856 +26,538	+1%	+$1.19M	1.57%	10
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

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

SFG

Snider Financial Group Bellevue, Washington $415M AUM 19.98% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

RCS

R2 Capital Strategies Lincoln, Nebraska $236M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Gradient Investments's RECS Position: Q3 2026 in Review

Gradient Investments increased its Columbia Research Enhanced Core ETF (RECS) stake by 1.1% in Q3 2026, buying an estimated $1.19M and bringing the position to 2,437,856 shares worth $110M. The position accounts for 1.57% of the portfolio, ranked #10.

Gradient Investments first reported a position in RECS in Q1 2025 and has held it in 7 quarters since. 28 funds tracked by Wall St. Rank hold RECS as of Q3 2026.

Gradient Investments held 2,437,856 shares of Columbia Research Enhanced Core ETF worth $110M as of Q3 2026.
Gradient Investments bought 26,538 Columbia Research Enhanced Core ETF shares in Q3 2026, an estimated $1.19M.
Columbia Research Enhanced Core ETF made up 1.57% of Gradient Investments's portfolio in Q3 2026, its #10 holding.
Gradient Investments first reported a position in Columbia Research Enhanced Core ETF in Q1 2025 and has held it in 7 quarters since.
28 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.