Pine Valley Investments’s Columbia Research Enhanced Value ETF REVS Stock Holding History

Pine Valley Investments’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 Q2	$228K	Buy	7,266 +275	+4%	+$8.47K	0.01%	546
2026 Q1	$200K	Sell	6,991 -3,070	-31%	-$89.5K	0.01%	543
2025 Q4	$285K	Sell	10,061 -12,950	-56%	-$366K	0.01%	455
2025 Q3	$643K	Sell	23,011 -1,685	-7%	-$45.9K	0.03%	314
2025 Q2	$649K	Sell	24,696 -733	-3%	-$18.2K	0.04%	308
2025 Q1	$642K	Sell	25,429 -4	-0%	-$102	0.04%	310
2024 Q4	$629K	Sell	25,433 -3,039	-11%	-$78.5K	0.04%	309
2024 Q3	$723K	Buy	28,472 +700	+3%	+$17K	0.04%	271
2024 Q2	$647K	Sell	27,772 -5	-0%	-$116	0.04%	272
2024 Q1	$666K	Sell	27,777 -2,650	-9%	-$59.3K	0.04%	269
2023 Q4	$659K	Sell	30,427 -150	-0.5%	-$3.1K	0.05%	265
2023 Q3	$624K	Sell	30,577 -808	-3%	-$17K	0.06%	263
2023 Q2	$656K	Hold	31,385	–	–	0.06%	236
2023 Q1	$624K	Buy	+31,385	New	+$630K	0.09%	168

Other funds holding REVS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RIS

Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

VDC

Van Diest Capital Poly City, Iowa $112M AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

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

Pine Valley Investments increased its Columbia Research Enhanced Value ETF (REVS) stake by 3.9% in Q2 2026, buying an estimated $8.47K and bringing the position to 7,266 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #546.

Pine Valley Investments first reported a position in REVS in Q1 2023 and has held it in 14 quarters since. The position peaked at $723K in Q3 2024. 13 funds tracked by Wall St. Rank hold REVS as of Q2 2026.

Pine Valley Investments held 7,266 shares of Columbia Research Enhanced Value ETF worth $228K as of Q2 2026.
Pine Valley Investments bought 275 Columbia Research Enhanced Value ETF shares in Q2 2026, an estimated $8.47K.
Columbia Research Enhanced Value ETF made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #546 holding.
Pine Valley Investments first reported a position in Columbia Research Enhanced Value ETF in Q1 2023 and has held it in 14 quarters since.
Pine Valley Investments's Columbia Research Enhanced Value ETF position peaked at $723K in Q3 2024.
13 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q2 2026.

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