Kestra Advisory Services’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Kestra Advisory Services’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	$16.5M	Buy	380,347 +7,462	+2%	+$316K	0.05%	366
2026 Q1	$14.5M	Buy	372,885 +40,950	+12%	+$1.66M	0.06%	349
2025 Q4	$13.6M	Buy	331,935 +21,377	+7%	+$870K	0.06%	334
2025 Q3	$12.5M	Buy	310,558 +164,713	+113%	+$6.35M	0.06%	334
2025 Q2	$5.37M	Buy	145,845 +39,373	+37%	+$1.33M	0.03%	600
2025 Q1	$3.54M	Buy	+106,472	New	+$3.7M	0.02%	726

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

Kestra Advisory Services's RECS Position: Q2 2026 in Review

Kestra Advisory Services increased its Columbia Research Enhanced Core ETF (RECS) stake by 2% in Q2 2026, buying an estimated $316K and bringing the position to 380,347 shares worth $16.5M. The position accounts for 0.05% of the portfolio, ranked #366.

Kestra Advisory Services first reported a position in RECS in Q1 2025 and has held it in 6 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Kestra Advisory Services held 380,347 shares of Columbia Research Enhanced Core ETF worth $16.5M as of Q2 2026.
Kestra Advisory Services bought 7,462 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $316K.
Columbia Research Enhanced Core ETF made up 0.05% of Kestra Advisory Services's portfolio in Q2 2026, its #366 holding.
Kestra Advisory Services first reported a position in Columbia Research Enhanced Core ETF in Q1 2025 and has held it in 6 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.