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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
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 $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

NewEdge Advisors's REVS Position: Q1 2026 in Review

NewEdge Advisors reduced its Columbia Research Enhanced Value ETF (REVS) stake by 16% in Q1 2026, selling an estimated $539K and leaving 96,918 shares worth $2.77M. The position accounts for 0.01% of the portfolio, ranked #939.

NewEdge Advisors first reported a position in REVS in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.15M in Q4 2022. 37 funds tracked by Wall St. Rank hold REVS as of Q1 2026.

  • NewEdge Advisors held 96,918 shares of Columbia Research Enhanced Value ETF worth $2.77M as of Q1 2026.
  • NewEdge Advisors sold 18,492 Columbia Research Enhanced Value ETF shares in Q1 2026, an estimated $539K.
  • Columbia Research Enhanced Value ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #939 holding.
  • NewEdge Advisors first reported a position in Columbia Research Enhanced Value ETF in Q4 2022 and has held it in 14 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 Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.