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

LPL Financial’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	$782M	Buy	20,066,979 +2,692,608	+15%	+$109M	0.21%	103
2025 Q4	$710M	Buy	17,374,371 +3,650,956	+27%	+$149M	0.19%	107
2025 Q3	$554M	Buy	13,723,415 +2,902,431	+27%	+$112M	0.16%	128
2025 Q2	$398M	Buy	10,820,984 +1,833,869	+20%	+$62.1M	0.13%	147
2025 Q1	$298M	Buy	8,987,115 +893,397	+11%	+$31.1M	0.12%	168
2024 Q4	$280M	Buy	8,093,718 +2,109,116	+35%	+$74M	0.11%	158
2024 Q3	$203M	Buy	5,984,602 +2,029,508	+51%	+$66.5M	0.09%	196
2024 Q2	$128M	Buy	3,955,094 +1,230,279	+45%	+$38.2M	0.06%	264
2024 Q1	$84.4M	Buy	2,724,815 +1,714,066	+170%	+$50.1M	0.05%	374
2023 Q4	$28M	Buy	1,010,749 +135,787	+16%	+$3.55M	0.02%	734
2023 Q3	$22M	Buy	874,962 +557,969	+176%	+$14.5M	0.02%	764
2023 Q2	$8.19M	Buy	316,993 +304,656	+2,469%	+$7.5M	0.01%	1248
2023 Q1	$296K	Sell	12,337 -8,570	-41%	-$202K	﹤0.01%	3756
2022 Q4	$475K	Buy	+20,907	New	+$480K	﹤0.01%	3288

Other funds holding RECS

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

LPL Financial's RECS Position: Q1 2026 in Review

LPL Financial increased its Columbia Research Enhanced Core ETF (RECS) stake by 15% in Q1 2026, buying an estimated $109M and bringing the position to 20,066,979 shares worth $782M. The position accounts for 0.21% of the portfolio, ranked #103.

LPL Financial first reported a position in RECS in Q4 2022 and has held it in 14 quarters since. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

LPL Financial held 20,066,979 shares of Columbia Research Enhanced Core ETF worth $782M as of Q1 2026.
LPL Financial bought 2,692,608 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $109M.
Columbia Research Enhanced Core ETF made up 0.21% of LPL Financial's portfolio in Q1 2026, its #103 holding.
LPL Financial first reported a position in Columbia Research Enhanced Core ETF in Q4 2022 and has held it in 14 quarters since.
175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.