Morey & Quinn Wealth Partners’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Morey & Quinn Wealth Partners’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	$994K	Buy	22,978 +647	+3%	+$27.4K	0.64%	42
2026 Q1	$870K	Buy	22,331 +289	+1%	+$11.7K	0.62%	41
2025 Q4	$900K	Buy	22,042 +2,328	+12%	+$94.7K	0.65%	38
2025 Q3	$795K	Sell	19,714 -71	-0.4%	-$2.74K	0.59%	42
2025 Q2	$728K	Buy	19,785 +4,200	+27%	+$142K	0.58%	44
2025 Q1	$518K	Buy	15,585 +1,226	+9%	+$42.6K	0.43%	60
2024 Q4	$497K	Buy	+14,359	New	+$504K	0.42%	59

Other funds holding RECS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Morey & Quinn Wealth Partners's RECS Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its Columbia Research Enhanced Core ETF (RECS) stake by 2.9% in Q2 2026, buying an estimated $27.4K and bringing the position to 22,978 shares worth $994K. The position accounts for 0.64% of the portfolio, ranked #42.

Morey & Quinn Wealth Partners first reported a position in RECS in Q4 2024 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Morey & Quinn Wealth Partners held 22,978 shares of Columbia Research Enhanced Core ETF worth $994K as of Q2 2026.
Morey & Quinn Wealth Partners bought 647 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $27.4K.
Columbia Research Enhanced Core ETF made up 0.64% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #42 holding.
Morey & Quinn Wealth Partners first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 7 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.