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

PCA Investment 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
2026 Q2	$840K	Buy	19,415 +200	+1%	+$8.47K	0.23%	45
2026 Q1	$749K	Buy	19,215 +297	+2%	+$12K	0.25%	47
2025 Q4	$773K	Buy	18,918 +1,454	+8%	+$59.2K	0.27%	43
2025 Q3	$705K	Hold	17,464	–	–	0.26%	45
2025 Q2	$643K	Buy	17,464 +3,460	+25%	+$117K	0.27%	44
2025 Q1	$465K	Buy	14,004 +3,871	+38%	+$135K	0.25%	44
2024 Q4	$351K	Buy	+10,133	New	+$356K	0.16%	84

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

PCA Investment Advisory Services's RECS Position: Q2 2026 in Review

PCA Investment Advisory Services increased its Columbia Research Enhanced Core ETF (RECS) stake by 1% in Q2 2026, buying an estimated $8.47K and bringing the position to 19,415 shares worth $840K. The position accounts for 0.23% of the portfolio, ranked #45.

PCA Investment Advisory Services 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.

PCA Investment Advisory Services held 19,415 shares of Columbia Research Enhanced Core ETF worth $840K as of Q2 2026.
PCA Investment Advisory Services bought 200 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $8.47K.
Columbia Research Enhanced Core ETF made up 0.23% of PCA Investment Advisory Services's portfolio in Q2 2026, its #45 holding.
PCA Investment Advisory Services 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 PCA Investment Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.