Integrated Wealth Concepts’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Integrated Wealth Concepts’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	$1.72M	Buy	39,750 +33,198	+507%	+$1.41M	0.01%	1034
2026 Q1	$255K	Buy	6,552 +1,377	+27%	+$55.8K	﹤0.01%	1956
2025 Q4	$211K	Sell	5,175 -1,179	-19%	-$48K	﹤0.01%	1496
2025 Q3	$256K	Buy	6,354 +442	+7%	+$17K	﹤0.01%	1720
2025 Q2	$218K	Buy	+5,912	New	+$200K	﹤0.01%	1724

Other funds holding RECS

LPL Financial San Diego, California $445B AUM 25.58% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Integrated Wealth Concepts's RECS Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Columbia Research Enhanced Core ETF (RECS) stake by 507% in Q2 2026, buying an estimated $1.41M and bringing the position to 39,750 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #1034.

Integrated Wealth Concepts first reported a position in RECS in Q2 2025 and has held it in 5 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Integrated Wealth Concepts held 39,750 shares of Columbia Research Enhanced Core ETF worth $1.72M as of Q2 2026.
Integrated Wealth Concepts bought 33,198 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $1.41M.
Columbia Research Enhanced Core ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1034 holding.
Integrated Wealth Concepts first reported a position in Columbia Research Enhanced Core ETF in Q2 2025 and has held it in 5 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.