Pine Valley Investments’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Pine Valley Investments’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 Q3	$11.9M	Buy	262,962 +3,935	+2%	+$176K	0.48%	60
2026 Q2	$11.2M	Buy	259,027 +15,450	+6%	+$655K	0.44%	58
2026 Q1	$9.49M	Buy	243,577 +26,797	+12%	+$1.09M	0.44%	58
2025 Q4	$8.85M	Buy	216,780 +10,953	+5%	+$446K	0.41%	60
2025 Q3	$8.31M	Buy	205,827 +17,412	+9%	+$671K	0.41%	64
2025 Q2	$6.93M	Buy	188,415 +5,576	+3%	+$189K	0.38%	72
2025 Q1	$6.07M	Buy	182,839 +172,456	+1,661%	+$6M	0.37%	74
2024 Q4	$359K	Buy	10,383 +2,625	+34%	+$92.1K	0.02%	391
2024 Q3	$263K	Buy	+7,758	New	+$254K	0.02%	435

Other funds holding RECS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Spectrum Wealth Advisory Group Granite Bay, California $354M AUM 15.64% 1-Year Est. Return

Three Cord True Wealth Management Beaver, Pennsylvania $214M AUM 14.18% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Pine Valley Investments's RECS Position: Q3 2026 in Review

Pine Valley Investments increased its Columbia Research Enhanced Core ETF (RECS) stake by 1.5% in Q3 2026, buying an estimated $176K and bringing the position to 262,962 shares worth $11.9M. The position accounts for 0.48% of the portfolio, ranked #60.

Pine Valley Investments first reported a position in RECS in Q3 2024 and has held it in 9 quarters since. 117 funds tracked by Wall St. Rank hold RECS as of Q3 2026.

Pine Valley Investments held 262,962 shares of Columbia Research Enhanced Core ETF worth $11.9M as of Q3 2026.
Pine Valley Investments bought 3,935 Columbia Research Enhanced Core ETF shares in Q3 2026, an estimated $176K.
Columbia Research Enhanced Core ETF made up 0.48% of Pine Valley Investments's portfolio in Q3 2026, its #60 holding.
Pine Valley Investments first reported a position in Columbia Research Enhanced Core ETF in Q3 2024 and has held it in 9 quarters since.
117 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2026.

Based on Pine Valley Investments's 13F filing for Q3 2026, filed 9 Nov 2026.