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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
Q2 		– Sell
-256
Closed -$7.33K – 4140
2026
Q1 		$7.33K Buy
+256
New +$7.46K ﹤0.01% 3317

Other funds holding REVS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

MAI Capital Management's REVS Position: Q2 2026 in Review

MAI Capital Management sold out of Columbia Research Enhanced Value ETF (REVS) in Q2 2026, closing a stake of 256 shares — an estimated $7.33K sold.

MAI Capital Management first reported a position in REVS in Q1 2026 and held it in 1 quarter. The position peaked at $7.33K in Q1 2026. 38 funds tracked by Wall St. Rank hold REVS as of Q2 2026.

  • MAI Capital Management reported no remaining Columbia Research Enhanced Value ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 256 Columbia Research Enhanced Value ETF shares in Q2 2026, an estimated $7.33K.
  • MAI Capital Management first reported a position in Columbia Research Enhanced Value ETF in Q1 2026 and held it in 1 quarter.
  • MAI Capital Management's Columbia Research Enhanced Value ETF position peaked at $7.33K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.