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New England Capital Financial Advisors’s Columbia Research Enhanced Core ETF RECS Stock Holding History

New England Capital Financial 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
2024
Q3 		– Sell
-22
Closed -$710 – 412
2024
Q2 		$710 Hold
22
– – ﹤0.01% 351
2024
Q1 		$682 Buy
+22
New +$644 ﹤0.01% 353

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
SWAG
Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

New England Capital Financial Advisors's RECS Position: Q3 2024 in Review

New England Capital Financial Advisors sold out of Columbia Research Enhanced Core ETF (RECS) in Q3 2024, closing a stake of 22 shares — an estimated $710 sold.

New England Capital Financial Advisors first reported a position in RECS in Q1 2024 and held it in 2 quarters. The position peaked at $710 in Q2 2024. 67 funds tracked by Wall St. Rank hold RECS as of Q3 2024.

  • New England Capital Financial Advisors reported no remaining Columbia Research Enhanced Core ETF position as of Q3 2024 after selling out during the quarter.
  • New England Capital Financial Advisors sold 22 Columbia Research Enhanced Core ETF shares in Q3 2024, an estimated $710.
  • New England Capital Financial Advisors first reported a position in Columbia Research Enhanced Core ETF in Q1 2024 and held it in 2 quarters.
  • New England Capital Financial Advisors's Columbia Research Enhanced Core ETF position peaked at $710 in Q2 2024.
  • 67 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2024.

Based on New England Capital Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.