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Optivise Advisory Services’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Optivise Advisory Services’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
2025
Q4 		– Sell
-34,158
Closed -$1.38M – 221
2025
Q3 		$1.38M Buy
+34,158
New +$1.32M 0.82% 34

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Optivise Advisory Services's RECS Position: Q4 2025 in Review

Optivise Advisory Services sold out of Columbia Research Enhanced Core ETF (RECS) in Q4 2025, closing a stake of 34,158 shares — an estimated $1.38M sold.

Optivise Advisory Services first reported a position in RECS in Q3 2025 and held it in 1 quarter. The position peaked at $1.38M in Q3 2025. 174 funds tracked by Wall St. Rank hold RECS as of Q4 2025.

  • Optivise Advisory Services reported no remaining Columbia Research Enhanced Core ETF position as of Q4 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 34,158 Columbia Research Enhanced Core ETF shares in Q4 2025, an estimated $1.38M.
  • Optivise Advisory Services first reported a position in Columbia Research Enhanced Core ETF in Q3 2025 and held it in 1 quarter.
  • Optivise Advisory Services's Columbia Research Enhanced Core ETF position peaked at $1.38M in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q4 2025.

Based on Optivise Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.