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 Q2	$303K	Buy	+7,010	New	+$297K	﹤0.01%	1186
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 $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Kingsview Wealth Management's RECS Position: Q2 2026 in Review

Kingsview Wealth Management opened a new position in Columbia Research Enhanced Core ETF (RECS) in Q2 2026: 7,010 shares worth $303K. The stake represents ﹤0.01% of the portfolio and ranks #1186 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in RECS as recently as Q4 2025.

Kingsview Wealth Management first reported a position in RECS in Q3 2023 and has held it in 4 quarters since. The position peaked at $3.22M in Q3 2024. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Kingsview Wealth Management held 7,010 shares of Columbia Research Enhanced Core ETF worth $303K as of Q2 2026.
Columbia Research Enhanced Core ETF was a new Kingsview Wealth Management position in Q2 2026.
Columbia Research Enhanced Core ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1186 holding.
Kingsview Wealth Management first reported a position in Columbia Research Enhanced Core ETF in Q3 2023 and has held it in 4 quarters since.
Kingsview Wealth Management's Columbia Research Enhanced Core ETF position peaked at $3.22M in Q3 2024.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.