Marshall Wace’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Marshall Wace’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
2025 Q3	–	Sell	-94,953	Closed	-$3.49M	–	3321
2025 Q2	$3.49M	Buy	+94,953	New	+$3.22M	﹤0.01%	1315
2024 Q3	–	Sell	-20,982	Closed	-$677K	–	2883
2024 Q2	$677K	Buy	20,982 +2,959	+16%	+$91.9K	﹤0.01%	1842
2024 Q1	$558K	Buy	+18,023	New	+$527K	﹤0.01%	1891
2023 Q4	–	Sell	-10,194	Closed	-$256K	–	2537
2023 Q3	$256K	Buy	+10,194	New	+$265K	﹤0.01%	1928

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

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

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

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

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

BWL

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

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

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

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

Marshall Wace's RECS Position: Q3 2025 in Review

Marshall Wace sold out of Columbia Research Enhanced Core ETF (RECS) in Q3 2025, closing a stake of 94,953 shares — an estimated $3.49M sold.

Marshall Wace first reported a position in RECS in Q3 2023 and held it in 4 quarters. The position peaked at $3.49M in Q2 2025. 156 funds tracked by Wall St. Rank hold RECS as of Q3 2025.

Marshall Wace reported no remaining Columbia Research Enhanced Core ETF position as of Q3 2025 after selling out during the quarter.
Marshall Wace sold 94,953 Columbia Research Enhanced Core ETF shares in Q3 2025, an estimated $3.49M.
Marshall Wace first reported a position in Columbia Research Enhanced Core ETF in Q3 2023 and held it in 4 quarters.
Marshall Wace's Columbia Research Enhanced Core ETF position peaked at $3.49M in Q2 2025.
156 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.