Graney & King’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Graney & King’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	$163K	Sell	3,773 -1,720	-31%	-$72.9K	0.06%	82
2026 Q1	$214K	Hold	5,493	–	–	0.12%	64
2025 Q4	$224K	Buy	5,493 +46	+0.8%	+$1.87K	0.13%	60
2025 Q3	$220K	Hold	5,447	–	–	0.15%	59
2025 Q2	$200K	Buy	5,447 +4,447	+445%	+$151K	0.13%	57
2025 Q1	$33.2K	Hold	1,000	–	–	0.02%	150
2024 Q4	$34.6K	Buy	+1,000	New	+$35.1K	0.03%	145

Other funds holding RECS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Graney & King's RECS Position: Q2 2026 in Review

Graney & King reduced its Columbia Research Enhanced Core ETF (RECS) stake by 31% in Q2 2026, selling an estimated $72.9K and leaving 3,773 shares worth $163K. The position accounts for 0.06% of the portfolio, ranked #82.

Graney & King first reported a position in RECS in Q4 2024 and has held it in 7 quarters since. The position peaked at $224K in Q4 2025. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Graney & King held 3,773 shares of Columbia Research Enhanced Core ETF worth $163K as of Q2 2026.
Graney & King sold 1,720 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $72.9K.
Columbia Research Enhanced Core ETF made up 0.06% of Graney & King's portfolio in Q2 2026, its #82 holding.
Graney & King first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 7 quarters since.
Graney & King's Columbia Research Enhanced Core ETF position peaked at $224K in Q4 2025.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.