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 Q2	$61.8K	Hold	1,429	–	–	﹤0.01%	1425
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 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

Larson Financial Group's RECS Position: Q2 2026 in Review

Larson Financial Group held its Columbia Research Enhanced Core ETF (RECS) position steady in Q2 2026 at 1,429 shares worth $61.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Larson Financial Group first reported a position in RECS in Q1 2025 and has held it in 6 quarters since. The position peaked at $126K in Q1 2025. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Larson Financial Group held 1,429 shares of Columbia Research Enhanced Core ETF worth $61.8K as of Q2 2026.
Larson Financial Group left its Columbia Research Enhanced Core ETF share count unchanged in Q2 2026.
Columbia Research Enhanced Core ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1425 holding.
Larson Financial Group first reported a position in Columbia Research Enhanced Core ETF in Q1 2025 and has held it in 6 quarters since.
Larson Financial Group's Columbia Research Enhanced Core ETF position peaked at $126K in Q1 2025.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.