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Larson Financial Group’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Larson Financial Group’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 		$55.7K Sell
1,429
-471
-25% -$19.1K ﹤0.01% 1303
2025
Q4 		$77.6K Sell
1,900
-377
-17% -$15.3K ﹤0.01% 1029
2025
Q3 		$91.9K Hold
2,277
– – ﹤0.01% 938
2025
Q2 		$83.8K Sell
2,277
-1,513
-40% -$51.2K ﹤0.01% 906
2025
Q1 		$126K Buy
+3,790
New +$132K 0.01% 734

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $2.6B AUM 18.62% 1-Year Est. Return

Larson Financial Group's RECS Position: Q1 2026 in Review

Larson Financial Group reduced its Columbia Research Enhanced Core ETF (RECS) stake by 25% in Q1 2026, selling an estimated $19.1K and leaving 1,429 shares worth $55.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Larson Financial Group first reported a position in RECS in Q1 2025 and has held it in 5 quarters since. The position peaked at $126K in Q1 2025. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

  • Larson Financial Group held 1,429 shares of Columbia Research Enhanced Core ETF worth $55.7K as of Q1 2026.
  • Larson Financial Group sold 471 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $19.1K.
  • Columbia Research Enhanced Core ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1303 holding.
  • Larson Financial Group first reported a position in Columbia Research Enhanced Core ETF in Q1 2025 and has held it in 5 quarters since.
  • Larson Financial Group's Columbia Research Enhanced Core ETF position peaked at $126K in Q1 2025.
  • 175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.