LPL Financial
REVS icon

LPL Financial’s Columbia Research Enhanced Value ETF REVS Stock Holding History

LPL Financial’s Portfolio REVS Stock Details REVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$137M Buy
4,365,673
+642,385
+17% +$19.8M 0.03% 522
2026
Q1 		$107M Buy
3,723,288
+1,473,591
+66% +$42.9M 0.03% 547
2025
Q4 		$63.6M Buy
2,249,697
+443,608
+25% +$12.5M 0.02% 754
2025
Q3 		$50.5M Sell
1,806,089
-66,877
-4% -$1.82M 0.01% 845
2025
Q2 		$49.2M Buy
1,872,966
+117,958
+7% +$2.93M 0.02% 770
2025
Q1 		$44.3M Buy
1,755,008
+98,489
+6% +$2.51M 0.02% 736
2024
Q4 		$41M Sell
1,656,519
-98,906
-6% -$2.56M 0.02% 754
2024
Q3 		$44.6M Buy
1,755,425
+297,591
+20% +$7.23M 0.02% 670
2024
Q2 		$34M Buy
1,457,834
+561,650
+63% +$13.1M 0.02% 726
2024
Q1 		$21.5M Buy
896,184
+705,538
+370% +$15.8M 0.01% 918
2023
Q4 		$4.13M Buy
190,646
+112,551
+144% +$2.32M ﹤0.01% 1815
2023
Q3 		$1.59M Buy
+78,095
New +$1.65M ﹤0.01% 2499

Other funds holding REVS

MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

LPL Financial's REVS Position: Q2 2026 in Review

LPL Financial increased its Columbia Research Enhanced Value ETF (REVS) stake by 17% in Q2 2026, buying an estimated $19.8M and bringing the position to 4,365,673 shares worth $137M. The position accounts for 0.03% of the portfolio, ranked #522.

LPL Financial first reported a position in REVS in Q3 2023 and has held it in 12 quarters since. 38 funds tracked by Wall St. Rank hold REVS as of Q2 2026.

  • LPL Financial held 4,365,673 shares of Columbia Research Enhanced Value ETF worth $137M as of Q2 2026.
  • LPL Financial bought 642,385 Columbia Research Enhanced Value ETF shares in Q2 2026, an estimated $19.8M.
  • Columbia Research Enhanced Value ETF made up 0.03% of LPL Financial's portfolio in Q2 2026, its #522 holding.
  • LPL Financial first reported a position in Columbia Research Enhanced Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 38 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.