Medallion Wealth Advisors’s Columbia Research Enhanced Value ETF REVS Stock Holding History

Medallion Wealth Advisors’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 Q1	$258K	Buy	+9,000	New	+$262K	0.08%	214

Other funds holding REVS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Medallion Wealth Advisors's REVS Position: Q1 2026 in Review

Medallion Wealth Advisors opened a new position in Columbia Research Enhanced Value ETF (REVS) in Q1 2026: 9,000 shares worth $258K. The stake represents 0.08% of the portfolio and ranks #214 among its holdings.

37 funds tracked by Wall St. Rank hold REVS as of Q1 2026.

Medallion Wealth Advisors held 9,000 shares of Columbia Research Enhanced Value ETF worth $258K as of Q1 2026.
Columbia Research Enhanced Value ETF was a new Medallion Wealth Advisors position in Q1 2026.
Columbia Research Enhanced Value ETF made up 0.08% of Medallion Wealth Advisors's portfolio in Q1 2026, its #214 holding.
37 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q1 2026.

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