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
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 $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

LPL Financial's REVS Position: Q1 2026 in Review

LPL Financial increased its Columbia Research Enhanced Value ETF (REVS) stake by 66% in Q1 2026, buying an estimated $42.9M and bringing the position to 3,723,288 shares worth $107M. The position accounts for 0.03% of the portfolio, ranked #547.

LPL Financial first reported a position in REVS in Q3 2023 and has held it in 11 quarters since. 37 funds tracked by Wall St. Rank hold REVS as of Q1 2026.

  • LPL Financial held 3,723,288 shares of Columbia Research Enhanced Value ETF worth $107M as of Q1 2026.
  • LPL Financial bought 1,473,591 Columbia Research Enhanced Value ETF shares in Q1 2026, an estimated $42.9M.
  • Columbia Research Enhanced Value ETF made up 0.03% of LPL Financial's portfolio in Q1 2026, its #547 holding.
  • LPL Financial first reported a position in Columbia Research Enhanced Value ETF in Q3 2023 and has held it in 11 quarters since.
  • 37 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q1 2026.

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