PVI
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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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Pine Valley Investments's RECS Position: Q2 2026 in Review

Pine Valley Investments increased its Columbia Research Enhanced Core ETF (RECS) stake by 6.3% in Q2 2026, buying an estimated $655K and bringing the position to 259,027 shares worth $11.2M. The position accounts for 0.44% of the portfolio, ranked #58.

Pine Valley Investments first reported a position in RECS in Q3 2024 and has held it in 8 quarters since. 93 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Pine Valley Investments held 259,027 shares of Columbia Research Enhanced Core ETF worth $11.2M as of Q2 2026.
  • Pine Valley Investments bought 15,450 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $655K.
  • Columbia Research Enhanced Core ETF made up 0.44% of Pine Valley Investments's portfolio in Q2 2026, its #58 holding.
  • Pine Valley Investments first reported a position in Columbia Research Enhanced Core ETF in Q3 2024 and has held it in 8 quarters since.
  • 93 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.