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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return