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 Q2	$2.22M	Buy	51,260 +694	+1%	+$29.4K	0.69%	43
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 $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 $7B AUM 14.85% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Prosperity Financial Group's RECS Position: Q2 2026 in Review

Prosperity Financial Group increased its Columbia Research Enhanced Core ETF (RECS) stake by 1.4% in Q2 2026, buying an estimated $29.4K and bringing the position to 51,260 shares worth $2.22M. The position accounts for 0.69% of the portfolio, ranked #43.

Prosperity Financial Group first reported a position in RECS in Q3 2024 and has held it in 8 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Prosperity Financial Group held 51,260 shares of Columbia Research Enhanced Core ETF worth $2.22M as of Q2 2026.
Prosperity Financial Group bought 694 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $29.4K.
Columbia Research Enhanced Core ETF made up 0.69% of Prosperity Financial Group's portfolio in Q2 2026, its #43 holding.
Prosperity Financial Group first reported a position in Columbia Research Enhanced Core ETF in Q3 2024 and has held it in 8 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.