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 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

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 Private Wealth Services's RECS Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Columbia Research Enhanced Core ETF (RECS) stake by 10% in Q1 2026, buying an estimated $1.58M and bringing the position to 417,569 shares worth $16.3M. The position accounts for 0.2% of the portfolio, ranked #111.

Kestra Private Wealth Services first reported a position in RECS in Q4 2024 and has held it in 6 quarters since. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

Kestra Private Wealth Services held 417,569 shares of Columbia Research Enhanced Core ETF worth $16.3M as of Q1 2026.
Kestra Private Wealth Services bought 38,871 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $1.58M.
Columbia Research Enhanced Core ETF made up 0.2% of Kestra Private Wealth Services's portfolio in Q1 2026, its #111 holding.
Kestra Private Wealth Services first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 6 quarters since.
175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.