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 Q3	$17.9M	Buy	396,109 +15,762	+4%	+$707K	0.05%	374
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 $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

Spectrum Wealth Advisory Group Granite Bay, California $354M AUM 15.64% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services's RECS Position: Q3 2026 in Review

Kestra Advisory Services increased its Columbia Research Enhanced Core ETF (RECS) stake by 4.1% in Q3 2026, buying an estimated $707K and bringing the position to 396,109 shares worth $17.9M. The position accounts for 0.05% of the portfolio, ranked #374.

Kestra Advisory Services first reported a position in RECS in Q1 2025 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold RECS as of Q3 2026.

Kestra Advisory Services held 396,109 shares of Columbia Research Enhanced Core ETF worth $17.9M as of Q3 2026.
Kestra Advisory Services bought 15,762 Columbia Research Enhanced Core ETF shares in Q3 2026, an estimated $707K.
Columbia Research Enhanced Core ETF made up 0.05% of Kestra Advisory Services's portfolio in Q3 2026, its #374 holding.
Kestra Advisory Services first reported a position in Columbia Research Enhanced Core ETF in Q1 2025 and has held it in 7 quarters since.
100 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.