Heck Capital Advisors’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Heck Capital Advisors’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	$20.1M	Buy	444,908 +8,709	+2%	+$390K	1.1%	21
2026 Q2	$18.9M	Buy	436,199 +6,273	+1%	+$266K	1.13%	22
2026 Q1	$16.8M	Sell	429,926 -3,482	-0.8%	-$141K	1.24%	16
2025 Q4	$17.7M	Sell	433,408 -3,461	-0.8%	-$141K	1.32%	15
2025 Q3	$17.6M	Sell	436,869 -25,053	-5%	-$966K	1.36%	17
2025 Q2	$17M	Buy	+461,922	New	+$15.6M	1.46%	16

Other funds holding RECS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

Spectrum Wealth Advisory Group Granite Bay, California $354M AUM 15.64% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Heck Capital Advisors's RECS Position: Q3 2026 in Review

Heck Capital Advisors increased its Columbia Research Enhanced Core ETF (RECS) stake by 2% in Q3 2026, buying an estimated $390K and bringing the position to 444,908 shares worth $20.1M. The position accounts for 1.1% of the portfolio, ranked #21.

Heck Capital Advisors first reported a position in RECS in Q2 2025 and has held it in 6 quarters since. 100 funds tracked by Wall St. Rank hold RECS as of Q3 2026.

Heck Capital Advisors held 444,908 shares of Columbia Research Enhanced Core ETF worth $20.1M as of Q3 2026.
Heck Capital Advisors bought 8,709 Columbia Research Enhanced Core ETF shares in Q3 2026, an estimated $390K.
Columbia Research Enhanced Core ETF made up 1.1% of Heck Capital Advisors's portfolio in Q3 2026, its #21 holding.
Heck Capital Advisors first reported a position in Columbia Research Enhanced Core ETF in Q2 2025 and has held it in 6 quarters since.
100 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2026.

Based on Heck Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.