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 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 $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

Heck Capital Advisors's RECS Position: Q2 2026 in Review

Heck Capital Advisors increased its Columbia Research Enhanced Core ETF (RECS) stake by 1.5% in Q2 2026, buying an estimated $266K and bringing the position to 436,199 shares worth $18.9M. The position accounts for 1.13% of the portfolio, ranked #22.

Heck Capital Advisors first reported a position in RECS in Q2 2025 and has held it in 5 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Heck Capital Advisors held 436,199 shares of Columbia Research Enhanced Core ETF worth $18.9M as of Q2 2026.
Heck Capital Advisors bought 6,273 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $266K.
Columbia Research Enhanced Core ETF made up 1.13% of Heck Capital Advisors's portfolio in Q2 2026, its #22 holding.
Heck Capital Advisors first reported a position in Columbia Research Enhanced Core ETF in Q2 2025 and has held it in 5 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.