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

Kestra Private Wealth 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	$20M	Buy	443,545 +11,096	+3%	+$497K	0.21%	103
2026 Q2	$18.7M	Buy	432,449 +14,880	+4%	+$631K	0.21%	112
2026 Q1	$16.3M	Buy	417,569 +38,871	+10%	+$1.58M	0.2%	111
2025 Q4	$15.5M	Buy	378,698 +57,514	+18%	+$2.34M	0.19%	116
2025 Q3	$13M	Buy	321,184 +79,804	+33%	+$3.08M	0.17%	131
2025 Q2	$8.88M	Buy	241,380 +61,929	+35%	+$2.1M	0.13%	185
2025 Q1	$5.96M	Buy	179,451 +105,038	+141%	+$3.65M	0.1%	231
2024 Q4	$2.58M	Buy	+74,413	New	+$2.61M	0.04%	369

Other funds holding RECS

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

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

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Snider Financial Group Bellevue, Washington $415M AUM 19.98% 1-Year Est. Return

Kestra Private Wealth Services's RECS Position: Q3 2026 in Review

Kestra Private Wealth Services increased its Columbia Research Enhanced Core ETF (RECS) stake by 2.6% in Q3 2026, buying an estimated $497K and bringing the position to 443,545 shares worth $20M. The position accounts for 0.21% of the portfolio, ranked #103.

Kestra Private Wealth Services first reported a position in RECS in Q4 2024 and has held it in 8 quarters since. 70 funds tracked by Wall St. Rank hold RECS as of Q3 2026.

Kestra Private Wealth Services held 443,545 shares of Columbia Research Enhanced Core ETF worth $20M as of Q3 2026.
Kestra Private Wealth Services bought 11,096 Columbia Research Enhanced Core ETF shares in Q3 2026, an estimated $497K.
Columbia Research Enhanced Core ETF made up 0.21% of Kestra Private Wealth Services's portfolio in Q3 2026, its #103 holding.
Kestra Private Wealth Services first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 8 quarters since.
70 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.