HB Wealth Management’s Columbia Research Enhanced Core ETF RECS Stock Holding History

HB Wealth Management’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	$697K	Buy	+16,095	New	+$682K	﹤0.01%	936

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

HB Wealth Management's RECS Position: Q2 2026 in Review

HB Wealth Management opened a new position in Columbia Research Enhanced Core ETF (RECS) in Q2 2026: 16,095 shares worth $697K. The stake represents ﹤0.01% of the portfolio and ranks #936 among its holdings.

186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

HB Wealth Management held 16,095 shares of Columbia Research Enhanced Core ETF worth $697K as of Q2 2026.
Columbia Research Enhanced Core ETF was a new HB Wealth Management position in Q2 2026.
Columbia Research Enhanced Core ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #936 holding.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.