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IHT Wealth Management’s Columbia Research Enhanced Core ETF RECS Stock Holding History

IHT Wealth Management’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
-16,600
Closed -$563K – 1181
2024
Q3 		$563K Buy
16,600
+1,700
+11% +$55.7K 0.02% 685
2024
Q2 		$481K Buy
14,900
+4,500
+43% +$140K 0.02% 650
2024
Q1 		$322K Buy
+10,400
New +$304K 0.01% 775

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 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 $900M AUM 15.24% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SWAG
Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return

IHT Wealth Management's RECS Position: Q4 2024 in Review

IHT Wealth Management sold out of Columbia Research Enhanced Core ETF (RECS) in Q4 2024, closing a stake of 16,600 shares — an estimated $563K sold.

IHT Wealth Management first reported a position in RECS in Q1 2024 and held it in 3 quarters. The position peaked at $563K in Q3 2024. 108 funds tracked by Wall St. Rank hold RECS as of Q4 2024.

  • IHT Wealth Management reported no remaining Columbia Research Enhanced Core ETF position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 16,600 Columbia Research Enhanced Core ETF shares in Q4 2024, an estimated $563K.
  • IHT Wealth Management first reported a position in Columbia Research Enhanced Core ETF in Q1 2024 and held it in 3 quarters.
  • IHT Wealth Management's Columbia Research Enhanced Core ETF position peaked at $563K in Q3 2024.
  • 108 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.