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REVS icon

NewEdge Advisors’s Columbia Research Enhanced Value ETF REVS Stock Holding History

NewEdge Advisors’s Portfolio REVS Stock Details REVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.61M Sell
51,321
-45,597
-47% -$1.4M ﹤0.01% 1338
2026
Q1 		$2.77M Sell
96,918
-18,492
-16% -$539K 0.01% 939
2025
Q4 		$3.26M Sell
115,410
-13,618
-11% -$384K 0.01% 836
2025
Q3 		$3.61M Buy
129,028
+6,341
+5% +$173K 0.02% 753
2025
Q2 		$3.22M Buy
122,687
+14,498
+13% +$360K 0.02% 736
2025
Q1 		$2.73M Buy
108,189
+2,293
+2% +$58.3K 0.02% 727
2024
Q4 		$2.62M Sell
105,896
-10,992
-9% -$284K 0.02% 720
2024
Q3 		$2.97M Sell
116,888
-1,998
-2% -$48.6K 0.02% 642
2024
Q2 		$2.77M Buy
118,886
+2,307
+2% +$53.7K 0.02% 633
2024
Q1 		$2.79M Sell
116,579
-1,293
-1% -$28.9K 0.02% 574
2023
Q4 		$2.55M Buy
117,872
+8,724
+8% +$180K 0.02% 578
2023
Q3 		$2.23M Sell
109,148
-89,607
-45% -$1.89M 0.02% 566
2023
Q2 		$4.15M Buy
198,755
+17,612
+10% +$354K 0.05% 368
2023
Q1 		$3.54M Sell
181,143
-82,325
-31% -$1.65M 0.04% 375
2022
Q4 		$5.15M Buy
+263,468
New +$5.19M 0.14% 158

Other funds holding REVS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

NewEdge Advisors's REVS Position: Q2 2026 in Review

NewEdge Advisors reduced its Columbia Research Enhanced Value ETF (REVS) stake by 47% in Q2 2026, selling an estimated $1.4M and leaving 51,321 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

NewEdge Advisors first reported a position in REVS in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.15M in Q4 2022. 37 funds tracked by Wall St. Rank hold REVS as of Q2 2026.

  • NewEdge Advisors held 51,321 shares of Columbia Research Enhanced Value ETF worth $1.61M as of Q2 2026.
  • NewEdge Advisors sold 45,597 Columbia Research Enhanced Value ETF shares in Q2 2026, an estimated $1.4M.
  • Columbia Research Enhanced Value ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1338 holding.
  • NewEdge Advisors first reported a position in Columbia Research Enhanced Value ETF in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's Columbia Research Enhanced Value ETF position peaked at $5.15M in Q4 2022.
  • 37 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q2 2026.

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