Marshall Wace
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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 – 3336
2025
Q2 		$3.49M Buy
+94,953
New +$3.22M ﹤0.01% 1315
2024
Q3 		– Sell
-20,982
Closed -$677K – 2908
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 – 2573
2023
Q3 		$256K Buy
+10,194
New +$265K ﹤0.01% 1928

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.59B AUM 18.62% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return