Mark Sheptoff Financial Planning’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Mark Sheptoff Financial Planning’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	$104K	Buy	2,463 +1,577	+178%	+$64K	0.05%	132
2025 Q4	$36.2K	Buy	886 +501	+130%	+$20.4K	0.02%	219
2025 Q3	$15.5K	Hold	385	–	–	0.01%	297
2025 Q2	$14.2K	Hold	385	–	–	0.01%	304
2025 Q1	$12.8K	Buy	385 +28	+8%	+$974	0.01%	298
2024 Q4	$12.4K	Buy	357 +57	+19%	+$2K	0.01%	304
2024 Q3	$10.2K	Hold	300	–	–	0.01%	305
2024 Q2	$9.68K	Hold	300	–	–	0.01%	319
2024 Q1	$9.29K	Buy	+300	New	+$8.78K	0.01%	298

Other funds holding RECS

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

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

Mark Sheptoff Financial Planning's RECS Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its Columbia Research Enhanced Core ETF (RECS) stake by 178% in Q1 2026, buying an estimated $64K and bringing the position to 2,463 shares worth $104K. The position accounts for 0.05% of the portfolio, ranked #132.

Mark Sheptoff Financial Planning first reported a position in RECS in Q1 2024 and has held it in 9 quarters since. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

Mark Sheptoff Financial Planning held 2,463 shares of Columbia Research Enhanced Core ETF worth $104K as of Q1 2026.
Mark Sheptoff Financial Planning bought 1,577 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $64K.
Columbia Research Enhanced Core ETF made up 0.05% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #132 holding.
Mark Sheptoff Financial Planning first reported a position in Columbia Research Enhanced Core ETF in Q1 2024 and has held it in 9 quarters since.
175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.