LWM
RECS icon

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

Lakeridge 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 		$1.31M Buy
30,177
+2,639
+10% +$112K 0.48% 47
2026
Q1 		$1.07M Buy
27,538
+13,025
+90% +$528K 0.46% 50
2025
Q4 		$593K Buy
+14,513
New +$591K 0.27% 78

Other funds holding RECS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

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

Lakeridge Wealth Management increased its Columbia Research Enhanced Core ETF (RECS) stake by 9.6% in Q2 2026, buying an estimated $112K and bringing the position to 30,177 shares worth $1.31M. The position accounts for 0.48% of the portfolio, ranked #47.

Lakeridge Wealth Management first reported a position in RECS in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Lakeridge Wealth Management held 30,177 shares of Columbia Research Enhanced Core ETF worth $1.31M as of Q2 2026.
  • Lakeridge Wealth Management bought 2,639 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $112K.
  • Columbia Research Enhanced Core ETF made up 0.48% of Lakeridge Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Lakeridge Wealth Management first reported a position in Columbia Research Enhanced Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.