Northwestern Mutual Wealth Management’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Northwestern Mutual Wealth Management’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	$11.8M	Buy	272,045 +28,811	+12%	+$1.22M	0.01%	597
2026 Q1	$9.48M	Buy	243,234 +74,729	+44%	+$3.03M	0.01%	618
2025 Q4	$6.88M	Buy	168,505 +42,133	+33%	+$1.71M	﹤0.01%	670
2025 Q3	$5.1M	Buy	126,372 +16,128	+15%	+$622K	﹤0.01%	731
2025 Q2	$4.06M	Sell	110,244 -97,709	-47%	-$3.31M	﹤0.01%	746
2025 Q1	$6.91M	Buy	207,953 +82,772	+66%	+$2.88M	0.01%	569
2024 Q4	$4.33M	Buy	125,181 +95,611	+323%	+$3.35M	﹤0.01%	655
2024 Q3	$1M	Buy	29,570 +25,740	+672%	+$843K	﹤0.01%	1068
2024 Q2	$124K	Buy	3,830 +681	+22%	+$21.1K	﹤0.01%	1752
2024 Q1	$97.6K	Buy	+3,149	New	+$92.1K	﹤0.01%	1815

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

Northwestern Mutual Wealth Management's RECS Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Columbia Research Enhanced Core ETF (RECS) stake by 12% in Q2 2026, buying an estimated $1.22M and bringing the position to 272,045 shares worth $11.8M. The position accounts for 0.01% of the portfolio, ranked #597.

Northwestern Mutual Wealth Management first reported a position in RECS in Q1 2024 and has held it in 10 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Northwestern Mutual Wealth Management held 272,045 shares of Columbia Research Enhanced Core ETF worth $11.8M as of Q2 2026.
Northwestern Mutual Wealth Management bought 28,811 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $1.22M.
Columbia Research Enhanced Core ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #597 holding.
Northwestern Mutual Wealth Management first reported a position in Columbia Research Enhanced Core ETF in Q1 2024 and has held it in 10 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.