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LM Advisors’s Columbia Research Enhanced Core ETF RECS Stock Holding History

LM Advisors’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 		$52.9K Sell
2,057
-78
-4% -$3.16K 0.84% 32
2025
Q4 		$52.3K Sell
2,135
-48,563
-96% -$1.98M 0.94% 31
2025
Q3 		$2.05M Buy
50,698
+10,130
+25% +$390K 0.29% 59
2025
Q2 		$1.49M Buy
40,568
+1,013
+3% +$34.3K 0.19% 68
2025
Q1 		$1.31M Buy
39,555
+16,877
+74% +$587K 0.24% 74
2024
Q4 		$785K Buy
22,678
+6,232
+38% +$219K 0.14% 104
2024
Q3 		$456K Sell
16,446
-2,692
-14% -$88.1K 0.09% 128
2024
Q2 		$521K Buy
19,138
+7,900
+70% +$245K ﹤0.01% 127
2024
Q1 		$348K Buy
11,238
+10,306
+1,106% +$302K 0.06% 166
2023
Q4 		$25.8K Buy
+932
New +$24.3K 0.01% 404

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

LM Advisors's RECS Position: Q1 2026 in Review

LM Advisors reduced its Columbia Research Enhanced Core ETF (RECS) stake by 3.7% in Q1 2026, selling an estimated $3.16K and leaving 2,057 shares worth $52.9K. The position accounts for 0.84% of the portfolio, ranked #32.

LM Advisors first reported a position in RECS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.05M in Q3 2025. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

  • LM Advisors held 2,057 shares of Columbia Research Enhanced Core ETF worth $52.9K as of Q1 2026.
  • LM Advisors sold 78 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $3.16K.
  • Columbia Research Enhanced Core ETF made up 0.84% of LM Advisors's portfolio in Q1 2026, its #32 holding.
  • LM Advisors first reported a position in Columbia Research Enhanced Core ETF in Q4 2023 and has held it in 10 quarters since.
  • LM Advisors's Columbia Research Enhanced Core ETF position peaked at $2.05M in Q3 2025.
  • 175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.