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Independent Advisor Alliance’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Independent Advisor Alliance’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 		– Sell
-327,452
Closed -$12.8M – 1502
2026
Q1 		$12.8M Buy
+327,452
New +$13.3M 0.14% 139
2025
Q1 		– Sell
-176,981
Closed -$6.13M – 1242
2024
Q4 		$6.13M Buy
+176,981
New +$6.21M 0.08% 232

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $2.92B AUM 23.85% 1-Year Est. Return

Independent Advisor Alliance's RECS Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Columbia Research Enhanced Core ETF (RECS) in Q2 2026, closing a stake of 327,452 shares — an estimated $12.8M sold.

Independent Advisor Alliance first reported a position in RECS in Q4 2024 and held it in 2 quarters. The position peaked at $12.8M in Q1 2026. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Columbia Research Enhanced Core ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 327,452 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $12.8M.
  • Independent Advisor Alliance first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Columbia Research Enhanced Core ETF position peaked at $12.8M in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.