Prosperity Financial Group’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Prosperity Financial Group’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	$1.97M	Buy	50,566 +8,490	+20%	+$344K	0.73%	37
2025 Q4	$1.72M	Buy	42,076 +150	+0.4%	+$6.11K	0.62%	45
2025 Q3	$1.69M	Buy	41,926 +2,270	+6%	+$87.5K	0.62%	47
2025 Q2	$1.46M	Buy	39,656 +9,690	+32%	+$328K	0.62%	48
2025 Q1	$995K	Buy	29,966 +11,477	+62%	+$399K	0.5%	55
2024 Q4	$640K	Buy	18,489 +1,919	+12%	+$67.3K	0.32%	79
2024 Q3	$562K	Buy	+16,570	New	+$543K	0.31%	77

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

Prosperity Financial Group's RECS Position: Q1 2026 in Review

Prosperity Financial Group increased its Columbia Research Enhanced Core ETF (RECS) stake by 20% in Q1 2026, buying an estimated $344K and bringing the position to 50,566 shares worth $1.97M. The position accounts for 0.73% of the portfolio, ranked #37.

Prosperity Financial Group first reported a position in RECS in Q3 2024 and has held it in 7 quarters since. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

Prosperity Financial Group held 50,566 shares of Columbia Research Enhanced Core ETF worth $1.97M as of Q1 2026.
Prosperity Financial Group bought 8,490 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $344K.
Columbia Research Enhanced Core ETF made up 0.73% of Prosperity Financial Group's portfolio in Q1 2026, its #37 holding.
Prosperity Financial Group first reported a position in Columbia Research Enhanced Core ETF in Q3 2024 and has held it in 7 quarters since.
175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.