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IAG Wealth Partners’s Columbia Research Enhanced Core ETF RECS Stock Holding History

IAG Wealth Partners’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
Q1 		$13.2M Buy
337,988
+24,947
+8% +$1.01M 1.47% 24
2025
Q4 		$12.8M Buy
313,041
+7,953
+3% +$324K 1.48% 23
2025
Q3 		$12.3M Buy
305,088
+8,520
+3% +$328K 1.48% 22
2025
Q2 		$10.9M Buy
296,568
+174,619
+143% +$5.91M 1.44% 23
2025
Q1 		$4.05M Buy
121,949
+33,811
+38% +$1.18M 0.63% 36
2024
Q4 		$3.05M Buy
88,138
+31,476
+56% +$1.1M 0.54% 37
2024
Q3 		$1.92M Buy
56,662
+22,580
+66% +$739K 0.36% 43
2024
Q2 		$1.1M Buy
+34,082
New +$1.06M 0.22% 52

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.59B AUM 18.62% 1-Year Est. Return