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&Partners’s Columbia Research Enhanced Core ETF RECS Stock Holding History

&Partners’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 		$1.17M Buy
27,031
+864
+3% +$36.6K ﹤0.01% 1323
2026
Q1 		$1.02M Buy
26,167
+2,947
+13% +$120K 0.01% 1287
2025
Q4 		$948K Buy
23,220
+1,431
+7% +$58.2K 0.01% 1248
2025
Q3 		$879K Buy
21,789
+1,209
+6% +$46.6K 0.01% 1152
2025
Q2 		$757K Buy
20,580
+2,453
+14% +$83.1K 0.01% 1130
2025
Q1 		$598K Buy
18,127
+8,280
+84% +$288K 0.01% 1051
2024
Q4 		$345K Buy
+9,847
New +$346K ﹤0.01% 1259

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
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

&Partners's RECS Position: Q2 2026 in Review

&Partners increased its Columbia Research Enhanced Core ETF (RECS) stake by 3.3% in Q2 2026, buying an estimated $36.6K and bringing the position to 27,031 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

&Partners first reported a position in RECS in Q4 2024 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • &Partners held 27,031 shares of Columbia Research Enhanced Core ETF worth $1.17M as of Q2 2026.
  • &Partners bought 864 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $36.6K.
  • Columbia Research Enhanced Core ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1323 holding.
  • &Partners first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 7 quarters since.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.