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 Q2	$107K	Hold	2,463	–	–	0.06%	133
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 $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Mark Sheptoff Financial Planning's RECS Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Columbia Research Enhanced Core ETF (RECS) position steady in Q2 2026 at 2,463 shares worth $107K. The position accounts for 0.06% of the portfolio, ranked #133.

Mark Sheptoff Financial Planning first reported a position in RECS in Q1 2024 and has held it in 10 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Mark Sheptoff Financial Planning held 2,463 shares of Columbia Research Enhanced Core ETF worth $107K as of Q2 2026.
Mark Sheptoff Financial Planning left its Columbia Research Enhanced Core ETF share count unchanged in Q2 2026.
Columbia Research Enhanced Core ETF made up 0.06% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #133 holding.
Mark Sheptoff Financial Planning first reported a position in Columbia Research Enhanced Core ETF in Q1 2024 and has held it in 10 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.