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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
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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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: Q1 2026 in Review

Medallion Wealth Advisors increased its Columbia Research Enhanced Core ETF (RECS) stake by 8,145% in Q1 2026, buying an estimated $426K and bringing the position to 10,636 shares worth $415K. The position accounts for 0.14% of the portfolio, ranked #150.

Medallion Wealth Advisors first reported a position in RECS in Q3 2025 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

  • Medallion Wealth Advisors held 10,636 shares of Columbia Research Enhanced Core ETF worth $415K as of Q1 2026.
  • Medallion Wealth Advisors bought 10,507 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $426K.
  • Columbia Research Enhanced Core ETF made up 0.14% of Medallion Wealth Advisors's portfolio in Q1 2026, its #150 holding.
  • Medallion Wealth Advisors first reported a position in Columbia Research Enhanced Core ETF in Q3 2025 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.