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GWN Securities’s Columbia Research Enhanced Value ETF REVS Stock Holding History

GWN Securities’s Portfolio REVS Stock Details REVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-21,952
Closed -$553K – 652
2025
Q1 		$553K Buy
+21,952
New +$558K 0.03% 446

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $201M AUM 21.39% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

GWN Securities's REVS Position: Q2 2025 in Review

GWN Securities sold out of Columbia Research Enhanced Value ETF (REVS) in Q2 2025, closing a stake of 21,952 shares — an estimated $553K sold.

GWN Securities first reported a position in REVS in Q1 2025 and held it in 1 quarter. The position peaked at $553K in Q1 2025. 19 funds tracked by Wall St. Rank hold REVS as of Q2 2025.

  • GWN Securities reported no remaining Columbia Research Enhanced Value ETF position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 21,952 Columbia Research Enhanced Value ETF shares in Q2 2025, an estimated $553K.
  • GWN Securities first reported a position in Columbia Research Enhanced Value ETF in Q1 2025 and held it in 1 quarter.
  • GWN Securities's Columbia Research Enhanced Value ETF position peaked at $553K in Q1 2025.
  • 19 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.