Pines Wealth Management’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Pines Wealth Management’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 Q1	$1.6M	Buy	41,160 +783	+2%	+$31.8K	0.52%	46
2025 Q4	$1.65M	Buy	40,377 +3,061	+8%	+$125K	0.53%	45
2025 Q3	$1.51M	Buy	37,316 +1,988	+6%	+$76.6K	0.51%	44
2025 Q2	$1.32M	Buy	35,328 +3,179	+10%	+$108K	0.47%	49
2025 Q1	$945K	Buy	32,149 +15,214	+90%	+$529K	0.44%	61
2024 Q4	$582K	Buy	+16,935	New	+$594K	0.25%	103

Other funds holding RECS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Pines Wealth Management's RECS Position: Q1 2026 in Review

Pines Wealth Management increased its Columbia Research Enhanced Core ETF (RECS) stake by 1.9% in Q1 2026, buying an estimated $31.8K and bringing the position to 41,160 shares worth $1.6M. The position accounts for 0.52% of the portfolio, ranked #46.

Pines Wealth Management first reported a position in RECS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.65M in Q4 2025. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

Pines Wealth Management held 41,160 shares of Columbia Research Enhanced Core ETF worth $1.6M as of Q1 2026.
Pines Wealth Management bought 783 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $31.8K.
Columbia Research Enhanced Core ETF made up 0.52% of Pines Wealth Management's portfolio in Q1 2026, its #46 holding.
Pines Wealth Management first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 6 quarters since.
Pines Wealth Management's Columbia Research Enhanced Core ETF position peaked at $1.65M in Q4 2025.
175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.