Osaic Holdings
REVS icon

Osaic Holdings’s Columbia Research Enhanced Value ETF REVS Stock Holding History

Osaic Holdings’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 		$254K Buy
8,885
+7,893
+796% +$230K ﹤0.01% 3952
2025
Q4 		$28.1K Buy
992
+20
+2% +$564 ﹤0.01% 5628
2025
Q3 		$27.1K Buy
972
+60
+7% +$1.63K ﹤0.01% 5720
2025
Q2 		$24K Sell
912
-1,507
-62% -$37.4K ﹤0.01% 5570
2025
Q1 		$61.1K Buy
2,419
+1,919
+384% +$48.8K ﹤0.01% 4561
2024
Q4 		$12.4K Hold
500
– – ﹤0.01% 5646
2024
Q3 		$12.7K Hold
500
– – ﹤0.01% 5667
2024
Q2 		$11.7K Hold
500
– – ﹤0.01% 5692
2024
Q1 		$12K Hold
500
– – ﹤0.01% 5663
2023
Q4 		$10.8K Sell
500
-1,431
-74% -$29.5K ﹤0.01% 5795
2023
Q3 		$39.4K Sell
1,931
-624
-24% -$13.1K ﹤0.01% 5157
2023
Q2 		$53.3K Sell
2,555
-1,643
-39% -$33K ﹤0.01% 4896
2023
Q1 		$83.7K Sell
4,198
-890
-17% -$17.9K ﹤0.01% 4583
2022
Q4 		$99.8K Buy
5,088
+751
+17% +$14.8K ﹤0.01% 4437
2022
Q3 		$78K Buy
4,337
+199
+5% +$3.9K ﹤0.01% 4573
2022
Q2 		$80K Buy
4,138
+757
+22% +$15.4K ﹤0.01% 4600
2022
Q1 		$5K Buy
3,381
+2,912
+621% +$61.5K ﹤0.01% 6497
2021
Q4 		$10K Buy
469
+102
+28% +$2.14K ﹤0.01% 6254
2021
Q3 		$7K Hold
367
– – ﹤0.01% 6398
2021
Q2 		$7K Buy
+367
New +$7.34K ﹤0.01% 6256

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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

Osaic Holdings's REVS Position: Q1 2026 in Review

Osaic Holdings increased its Columbia Research Enhanced Value ETF (REVS) stake by 796% in Q1 2026, buying an estimated $230K and bringing the position to 8,885 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #3952.

Osaic Holdings first reported a position in REVS in Q2 2021 and has held it in 20 quarters since. 37 funds tracked by Wall St. Rank hold REVS as of Q1 2026.

  • Osaic Holdings held 8,885 shares of Columbia Research Enhanced Value ETF worth $254K as of Q1 2026.
  • Osaic Holdings bought 7,893 Columbia Research Enhanced Value ETF shares in Q1 2026, an estimated $230K.
  • Columbia Research Enhanced Value ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3952 holding.
  • Osaic Holdings first reported a position in Columbia Research Enhanced Value ETF in Q2 2021 and has held it in 20 quarters since.
  • 37 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.