KPP Advisory Services’s Columbia Research Enhanced Core ETF RECS Stock Holding History

KPP Advisory 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 Q2	$2.78M	Sell	64,320 -201	-0.3%	-$8.52K	0.35%	69
2026 Q1	$2.52M	Sell	64,521 -2,929	-4%	-$119K	0.37%	67
2025 Q4	$2.75M	Buy	67,450 +21,057	+45%	+$857K	0.4%	59
2025 Q3	$1.87M	Buy	46,393 +715	+2%	+$27.6K	0.28%	85
2025 Q2	$1.68M	Buy	45,678 +30,252	+196%	+$1.02M	0.28%	81
2025 Q1	$512K	Buy	+15,426	New	+$536K	0.1%	175

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

KPP Advisory Services's RECS Position: Q2 2026 in Review

KPP Advisory Services reduced its Columbia Research Enhanced Core ETF (RECS) stake by 0.31% in Q2 2026, selling an estimated $8.52K and leaving 64,320 shares worth $2.78M. The position accounts for 0.35% of the portfolio, ranked #69.

KPP Advisory Services first reported a position in RECS in Q1 2025 and has held it in 6 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

KPP Advisory Services held 64,320 shares of Columbia Research Enhanced Core ETF worth $2.78M as of Q2 2026.
KPP Advisory Services sold 201 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $8.52K.
Columbia Research Enhanced Core ETF made up 0.35% of KPP Advisory Services's portfolio in Q2 2026, its #69 holding.
KPP Advisory Services first reported a position in Columbia Research Enhanced Core ETF in Q1 2025 and has held it in 6 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.