KW
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KWB Wealth’s Columbia Research Enhanced Core ETF RECS Stock Holding History

KWB Wealth’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 		$27.5M Buy
635,710
+148,675
+31% +$6.3M 2.35% 9
2026
Q1 		$19.9M Sell
487,035
-3,110
-0.6% -$126K 1.97% 15
2025
Q4 		$20M Buy
490,145
+160,249
+49% +$6.52M 1.9% 15
2025
Q3 		$12.1M Buy
329,896
+93,615
+40% +$3.61M 1.34% 16
2025
Q2 		$7.85M Buy
236,281
+86,620
+58% +$2.93M 0.95% 23
2025
Q1 		$5.18M Buy
149,661
+108,600
+264% +$3.78M 0.63% 30
2024
Q4 		$1.39M Buy
+41,061
New +$1.44M 0.17% 54

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

KWB Wealth's RECS Position: Q2 2026 in Review

KWB Wealth increased its Columbia Research Enhanced Core ETF (RECS) stake by 31% in Q2 2026, buying an estimated $6.3M and bringing the position to 635,710 shares worth $27.5M. The position accounts for 2.35% of the portfolio, ranked #9.

KWB Wealth first reported a position in RECS in Q4 2024 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • KWB Wealth held 635,710 shares of Columbia Research Enhanced Core ETF worth $27.5M as of Q2 2026.
  • KWB Wealth bought 148,675 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $6.3M.
  • Columbia Research Enhanced Core ETF made up 2.35% of KWB Wealth's portfolio in Q2 2026, its #9 holding.
  • KWB Wealth first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 7 quarters since.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.