MMA Asset Management’s Columbia Research Enhanced Core ETF RECS Stock Holding History

MMA Asset Management’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	$954K	Buy	24,482 +362	+2%	+$14.7K	0.34%	63
2025 Q4	$985K	Sell	24,120 -21,028	-47%	-$856K	0.35%	62
2025 Q3	$1.82M	Buy	45,148 +20,193	+81%	+$778K	0.61%	38
2025 Q2	$918K	Sell	24,955 -2,388	-9%	-$80.9K	0.35%	62
2025 Q1	$908K	Sell	27,343 -1,389	-5%	-$48.3K	0.38%	46
2024 Q4	$995K	Buy	+28,732	New	+$1.01M	0.43%	41
2024 Q3	–	Sell	-31,541	Closed	-$1.02M	–	133
2024 Q2	$1.02M	Buy	31,541 +24,974	+380%	+$775K	0.48%	42
2024 Q1	$203K	Buy	+6,567	New	+$192K	0.1%	119

Other funds holding RECS

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

MMA Asset Management's RECS Position: Q1 2026 in Review

MMA Asset Management increased its Columbia Research Enhanced Core ETF (RECS) stake by 1.5% in Q1 2026, buying an estimated $14.7K and bringing the position to 24,482 shares worth $954K. The position accounts for 0.34% of the portfolio, ranked #63.

MMA Asset Management first reported a position in RECS in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.82M in Q3 2025. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

MMA Asset Management held 24,482 shares of Columbia Research Enhanced Core ETF worth $954K as of Q1 2026.
MMA Asset Management bought 362 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $14.7K.
Columbia Research Enhanced Core ETF made up 0.34% of MMA Asset Management's portfolio in Q1 2026, its #63 holding.
MMA Asset Management first reported a position in Columbia Research Enhanced Core ETF in Q1 2024 and has held it in 8 quarters since.
MMA Asset Management's Columbia Research Enhanced Core ETF position peaked at $1.82M in Q3 2025.
175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on MMA Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.