Jones Financial Companies
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Jones Financial Companies’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Jones Financial Companies’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 		$42.8M Buy
1,000,912
+126,884
+15% +$5.38M 0.02% 447
2026
Q1 		$33.2M Buy
874,028
+272,163
+45% +$11M 0.02% 452
2025
Q4 		$24.6M Buy
601,865
+237,779
+65% +$9.68M 0.02% 291
2025
Q3 		$14.6M Buy
364,086
+133,453
+58% +$5.14M 0.01% 344
2025
Q2 		$8.46M Buy
230,633
+67,751
+42% +$2.29M 0.01% 391
2025
Q1 		$5.38M Buy
162,882
+71,611
+78% +$2.49M ﹤0.01% 410
2024
Q4 		$3.16M Buy
91,271
+49,849
+120% +$1.75M ﹤0.01% 455
2024
Q3 		$1.4M Buy
+41,422
New +$1.36M ﹤0.01% 521

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 $7B AUM 14.85% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Jones Financial Companies's RECS Position: Q2 2026 in Review

Jones Financial Companies increased its Columbia Research Enhanced Core ETF (RECS) stake by 15% in Q2 2026, buying an estimated $5.38M and bringing the position to 1,000,912 shares worth $42.8M. The position accounts for 0.02% of the portfolio, ranked #447.

Jones Financial Companies first reported a position in RECS in Q3 2024 and has held it in 8 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Jones Financial Companies held 1,000,912 shares of Columbia Research Enhanced Core ETF worth $42.8M as of Q2 2026.
  • Jones Financial Companies bought 126,884 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $5.38M.
  • Columbia Research Enhanced Core ETF made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #447 holding.
  • Jones Financial Companies first reported a position in Columbia Research Enhanced Core ETF in Q3 2024 and has held it in 8 quarters since.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.