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 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 $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Kestra Advisory Services's RECS Position: Q1 2026 in Review

Kestra Advisory Services increased its Columbia Research Enhanced Core ETF (RECS) stake by 12% in Q1 2026, buying an estimated $1.66M and bringing the position to 372,885 shares worth $14.5M. The position accounts for 0.06% of the portfolio, ranked #349.

Kestra Advisory Services first reported a position in RECS in Q1 2025 and has held it in 5 quarters since. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

Kestra Advisory Services held 372,885 shares of Columbia Research Enhanced Core ETF worth $14.5M as of Q1 2026.
Kestra Advisory Services bought 40,950 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $1.66M.
Columbia Research Enhanced Core ETF made up 0.06% of Kestra Advisory Services's portfolio in Q1 2026, its #349 holding.
Kestra Advisory Services first reported a position in Columbia Research Enhanced Core ETF in Q1 2025 and has held it in 5 quarters since.
175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.