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Keystone Financial Services (Nebraska)’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Keystone Financial Services (Nebraska)’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 		$344K Buy
7,943
+214
+3% +$9.07K 0.21% 47
2026
Q1 		$301K Buy
7,729
+327
+4% +$13.3K 0.2% 45
2025
Q4 		$302K Buy
7,402
+593
+9% +$24.1K 0.21% 47
2025
Q3 		$275K Buy
6,809
+111
+2% +$4.28K 0.19% 48
2025
Q2 		$246K Buy
+6,698
New +$227K 0.19% 49

Other funds holding RECS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GI
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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Keystone Financial Services (Nebraska)'s RECS Position: Q2 2026 in Review

Keystone Financial Services (Nebraska) increased its Columbia Research Enhanced Core ETF (RECS) stake by 2.8% in Q2 2026, buying an estimated $9.07K and bringing the position to 7,943 shares worth $344K. The position accounts for 0.21% of the portfolio, ranked #47.

Keystone Financial Services (Nebraska) first reported a position in RECS in Q2 2025 and has held it in 5 quarters since. 81 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Keystone Financial Services (Nebraska) held 7,943 shares of Columbia Research Enhanced Core ETF worth $344K as of Q2 2026.
  • Keystone Financial Services (Nebraska) bought 214 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $9.07K.
  • Columbia Research Enhanced Core ETF made up 0.21% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #47 holding.
  • Keystone Financial Services (Nebraska) first reported a position in Columbia Research Enhanced Core ETF in Q2 2025 and has held it in 5 quarters since.
  • 81 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.