Principal Securities’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Principal Securities’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	$3.08M	Buy	71,221 +7,415	+12%	+$314K	0.04%	395
2026 Q1	$2.49M	Buy	63,806 +22,672	+55%	+$919K	0.04%	418
2025 Q4	$1.68M	Buy	41,134 +13,853	+51%	+$564K	0.03%	532
2025 Q3	$1.1M	Buy	27,281 +2,930	+12%	+$113K	0.02%	637
2025 Q2	$896K	Buy	24,351 +13,541	+125%	+$459K	0.02%	646
2025 Q1	$374K	Hold	10,810	–	–	0.01%	886
2024 Q4	$374K	Buy	10,810 +4,492	+71%	+$158K	0.01%	880
2024 Q3	$214K	Buy	6,318 +41	+0.7%	+$1.34K	0.01%	1076
2024 Q2	$203K	Sell	6,277 -25	-0.4%	-$776	0.01%	1035
2024 Q1	$195K	Buy	+6,302	New	+$184K	0.01%	1024

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

Principal Securities's RECS Position: Q2 2026 in Review

Principal Securities increased its Columbia Research Enhanced Core ETF (RECS) stake by 12% in Q2 2026, buying an estimated $314K and bringing the position to 71,221 shares worth $3.08M. The position accounts for 0.04% of the portfolio, ranked #395.

Principal Securities first reported a position in RECS in Q1 2024 and has held it in 10 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Principal Securities held 71,221 shares of Columbia Research Enhanced Core ETF worth $3.08M as of Q2 2026.
Principal Securities bought 7,415 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $314K.
Columbia Research Enhanced Core ETF made up 0.04% of Principal Securities's portfolio in Q2 2026, its #395 holding.
Principal Securities first reported a position in Columbia Research Enhanced Core ETF in Q1 2024 and has held it in 10 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.