MML Investors Services
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MML Investors Services’s Columbia Research Enhanced Core ETF RECS Stock Holding History

MML Investors Services’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 		$18.6M Sell
477,840
-109,599
-19% -$4.44M 0.05% 350
2025
Q4 		$24M Buy
587,439
+182,856
+45% +$7.44M 0.06% 315
2025
Q3 		$16.3M Buy
404,583
+30,538
+8% +$1.18M 0.04% 396
2025
Q2 		$13.8M Buy
374,045
+22,370
+6% +$758K 0.04% 417
2025
Q1 		$11.7M Buy
351,675
+159,717
+83% +$5.55M 0.04% 423
2024
Q4 		$6.65M Buy
191,958
+27,061
+16% +$950K 0.02% 595
2024
Q3 		$5.59M Buy
164,897
+154,264
+1,451% +$5.05M 0.02% 638
2024
Q2 		$343K Buy
10,633
+3,262
+44% +$101K ﹤0.01% 2007
2024
Q1 		$228K Hold
7,371
– – ﹤0.01% 2287
2023
Q4 		$204K Buy
+7,371
New +$193K ﹤0.01% 2310

Other funds holding RECS

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Ameriprise
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Morgan Stanley
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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 $71.6B AUM 21.08% 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 $501B 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 $2.59B AUM 18.62% 1-Year Est. Return