Leavell Investment Management’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Leavell Investment 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	$9.23M	Buy	213,304 +23,648	+12%	+$1M	0.34%	75
2026 Q1	$7.39M	Buy	189,656 +18,826	+11%	+$763K	0.3%	77
2025 Q4	$6.98M	Buy	170,830 +19,895	+13%	+$810K	0.29%	86
2025 Q3	$6.09M	Buy	150,935 +25,241	+20%	+$973K	0.26%	98
2025 Q2	$4.62M	Buy	125,694 +35,594	+40%	+$1.21M	0.21%	116
2025 Q1	$2.99M	Buy	90,100 +55,595	+161%	+$1.93M	0.15%	149
2024 Q4	$1.19M	Buy	34,505 +21,916	+174%	+$769K	0.06%	263
2024 Q3	$427K	Buy	+12,589	New	+$412K	0.02%	411

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

Leavell Investment Management's RECS Position: Q2 2026 in Review

Leavell Investment Management increased its Columbia Research Enhanced Core ETF (RECS) stake by 12% in Q2 2026, buying an estimated $1M and bringing the position to 213,304 shares worth $9.23M. The position accounts for 0.34% of the portfolio, ranked #75.

Leavell Investment Management first reported a position in RECS in Q3 2024 and has held it in 8 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Leavell Investment Management held 213,304 shares of Columbia Research Enhanced Core ETF worth $9.23M as of Q2 2026.
Leavell Investment Management bought 23,648 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $1M.
Columbia Research Enhanced Core ETF made up 0.34% of Leavell Investment Management's portfolio in Q2 2026, its #75 holding.
Leavell Investment Management first reported a position in Columbia Research Enhanced Core ETF in Q3 2024 and has held it in 8 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.