NewEdge Advisors’s Columbia Research Enhanced Core ETF RECS Stock Holding History

NewEdge 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
2026 Q2	$1.39M	Buy	32,073 +18,440	+135%	+$781K	﹤0.01%	1442
2026 Q1	$531K	Sell	13,633 -6	-0%	-$243	﹤0.01%	1941
2025 Q4	$557K	Buy	13,639 +4,430	+48%	+$180K	﹤0.01%	1888
2025 Q3	$372K	Sell	9,209 -348,542	-97%	-$13.4M	﹤0.01%	2027
2025 Q2	$13.2M	Sell	357,751 -2,625	-0.7%	-$88.9K	0.07%	291
2025 Q1	$12M	Buy	360,376 +44,286	+14%	+$1.54M	0.07%	281
2024 Q4	$10.9M	Buy	316,090 +11,135	+4%	+$391K	0.07%	291
2024 Q3	$10.3M	Buy	304,955 +39,198	+15%	+$1.28M	0.07%	287
2024 Q2	$8.58M	Buy	265,757 +129,460	+95%	+$4.02M	0.06%	303
2024 Q1	$4.22M	Buy	136,297 +14,820	+12%	+$434K	0.04%	437
2023 Q4	$3.45M	Buy	121,477 +29,371	+32%	+$767K	0.03%	461
2023 Q3	$2.31M	Buy	92,106 +91,806	+30,602%	+$2.38M	0.03%	557
2023 Q2	$7.75K	Buy	+300	New	+$7.39K	﹤0.01%	2683

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

NewEdge Advisors's RECS Position: Q2 2026 in Review

NewEdge Advisors increased its Columbia Research Enhanced Core ETF (RECS) stake by 135% in Q2 2026, buying an estimated $781K and bringing the position to 32,073 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

NewEdge Advisors first reported a position in RECS in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.2M in Q2 2025. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

NewEdge Advisors held 32,073 shares of Columbia Research Enhanced Core ETF worth $1.39M as of Q2 2026.
NewEdge Advisors bought 18,440 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $781K.
Columbia Research Enhanced Core ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1442 holding.
NewEdge Advisors first reported a position in Columbia Research Enhanced Core ETF in Q2 2023 and has held it in 13 quarters since.
NewEdge Advisors's Columbia Research Enhanced Core ETF position peaked at $13.2M in Q2 2025.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.