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Mark Sheptoff Financial Planning’s Columbia Research Enhanced Value ETF REVS Stock Holding History

Mark Sheptoff Financial Planning’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 		$25.2K Hold
800
– – 0.01% 256
2026
Q1 		$24.6K Hold
800
– – 0.01% 256
2025
Q4 		$22.6K Buy
+800
New +$22.6K 0.01% 270

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

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

Mark Sheptoff Financial Planning held its Columbia Research Enhanced Value ETF (REVS) position steady in Q2 2026 at 800 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #256.

Mark Sheptoff Financial Planning first reported a position in REVS in Q4 2025 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold REVS as of Q2 2026.

  • Mark Sheptoff Financial Planning held 800 shares of Columbia Research Enhanced Value ETF worth $25.2K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Columbia Research Enhanced Value ETF share count unchanged in Q2 2026.
  • Columbia Research Enhanced Value ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #256 holding.
  • Mark Sheptoff Financial Planning first reported a position in Columbia Research Enhanced Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q2 2026.

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