MAI Capital Management’s Columbia Research Enhanced Value ETF REVS Stock Holding History

MAI Capital Management’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	$7.33K	Buy	+256	New	+$7.46K	﹤0.01%	3317

Other funds holding REVS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

MAI Capital Management's REVS Position: Q1 2026 in Review

MAI Capital Management opened a new position in Columbia Research Enhanced Value ETF (REVS) in Q1 2026: 256 shares worth $7.33K. The stake represents ﹤0.01% of the portfolio and ranks #3317 among its holdings.

37 funds tracked by Wall St. Rank hold REVS as of Q1 2026.

MAI Capital Management held 256 shares of Columbia Research Enhanced Value ETF worth $7.33K as of Q1 2026.
Columbia Research Enhanced Value ETF was a new MAI Capital Management position in Q1 2026.
Columbia Research Enhanced Value ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3317 holding.
37 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.