Householder Group Estate & Retirement Specialist’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-44,545	Closed	-$1.51M	–	1043
2024 Q3	$1.51M	Buy	44,545 +3,598	+9%	+$118K	0.44%	44
2024 Q2	$1.32M	Buy	40,947 +6,984	+21%	+$217K	0.37%	51
2024 Q1	$1.05M	Buy	33,963 +3,265	+11%	+$95.5K	0.31%	68
2023 Q4	$850K	Buy	30,698 +16,161	+111%	+$422K	0.28%	74
2023 Q3	$365K	Buy	+14,537	New	+$377K	0.13%	143

Other funds holding RECS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

BWP

BlueStem Wealth Partners Minnetonka, Minnesota $1B AUM 19.75% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $351M AUM 22.94% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's RECS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Columbia Research Enhanced Core ETF (RECS) in Q4 2024, closing a stake of 44,545 shares — an estimated $1.51M sold.

Householder Group Estate & Retirement Specialist first reported a position in RECS in Q3 2023 and held it in 5 quarters. The position peaked at $1.51M in Q3 2024. 108 funds tracked by Wall St. Rank hold RECS as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Columbia Research Enhanced Core ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 44,545 Columbia Research Enhanced Core ETF shares in Q4 2024, an estimated $1.51M.
Householder Group Estate & Retirement Specialist first reported a position in Columbia Research Enhanced Core ETF in Q3 2023 and held it in 5 quarters.
Householder Group Estate & Retirement Specialist's Columbia Research Enhanced Core ETF position peaked at $1.51M in Q3 2024.
108 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.