Kingsview Wealth Management’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Kingsview Wealth Management’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	–	Sell	-4,950	Closed	-$202K	–	1404
2025 Q4	$202K	Buy	+4,950	New	+$201K	﹤0.01%	1174
2024 Q4	–	Sell	-94,888	Closed	-$3.22M	–	1170
2024 Q3	$3.22M	Buy	+94,888	New	+$3.11M	0.07%	266
2023 Q4	–	Sell	-41,248	Closed	-$1.04M	–	1012
2023 Q3	$1.04M	Buy	+41,248	New	+$1.07M	0.04%	424

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

Kingsview Wealth Management's RECS Position: Q1 2026 in Review

Kingsview Wealth Management sold out of Columbia Research Enhanced Core ETF (RECS) in Q1 2026, closing a stake of 4,950 shares — an estimated $202K sold.

Kingsview Wealth Management first reported a position in RECS in Q3 2023 and held it in 3 quarters. The position peaked at $3.22M in Q3 2024. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

Kingsview Wealth Management reported no remaining Columbia Research Enhanced Core ETF position as of Q1 2026 after selling out during the quarter.
Kingsview Wealth Management sold 4,950 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $202K.
Kingsview Wealth Management first reported a position in Columbia Research Enhanced Core ETF in Q3 2023 and held it in 3 quarters.
Kingsview Wealth Management's Columbia Research Enhanced Core ETF position peaked at $3.22M in Q3 2024.
175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.