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Medallion Wealth Advisors’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Medallion Wealth Advisors’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 		$596K Buy
13,768
+3,132
+29% +$133K 0.19% 118
2026
Q1 		$415K Buy
10,636
+10,507
+8,145% +$426K 0.14% 150
2025
Q4 		$5.27K Hold
129
– – ﹤0.01% 846
2025
Q3 		$5.21K Buy
+129
New +$4.97K ﹤0.01% 856

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
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

Medallion Wealth Advisors's RECS Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Columbia Research Enhanced Core ETF (RECS) stake by 29% in Q2 2026, buying an estimated $133K and bringing the position to 13,768 shares worth $596K. The position accounts for 0.19% of the portfolio, ranked #118.

Medallion Wealth Advisors first reported a position in RECS in Q3 2025 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Medallion Wealth Advisors held 13,768 shares of Columbia Research Enhanced Core ETF worth $596K as of Q2 2026.
  • Medallion Wealth Advisors bought 3,132 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $133K.
  • Columbia Research Enhanced Core ETF made up 0.19% of Medallion Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • Medallion Wealth Advisors first reported a position in Columbia Research Enhanced Core ETF in Q3 2025 and has held it in 4 quarters since.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.