Raymond James & Associates’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Raymond James & Associates’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
2024 Q3	$9.32M	Buy	274,990 +30,105	+12%	+$986K	0.01%	1272
2024 Q2	$7.9M	Buy	244,885 +12,989	+6%	+$403K	0.01%	1302
2024 Q1	$7.18M	Buy	231,896 +133,926	+137%	+$3.92M	﹤0.01%	1342
2023 Q4	$2.71M	Buy	97,970 +15,608	+19%	+$408K	﹤0.01%	1910
2023 Q3	$2.07M	Buy	82,362 +30,590	+59%	+$794K	﹤0.01%	2002
2023 Q2	$1.34M	Buy	+51,772	New	+$1.27M	﹤0.01%	2319

Other funds holding RECS

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

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

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return

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

Raymond James & Associates's RECS Position: Q3 2024 in Review

Raymond James & Associates increased its Columbia Research Enhanced Core ETF (RECS) stake by 12% in Q3 2024, buying an estimated $986K and bringing the position to 274,990 shares worth $9.32M. The position accounts for 0.01% of the portfolio, ranked #1272.

Raymond James & Associates first reported a position in RECS in Q2 2023 and has held it in 6 quarters since. 67 funds tracked by Wall St. Rank hold RECS as of Q3 2024.

Raymond James & Associates held 274,990 shares of Columbia Research Enhanced Core ETF worth $9.32M as of Q3 2024.
Raymond James & Associates bought 30,105 Columbia Research Enhanced Core ETF shares in Q3 2024, an estimated $986K.
Columbia Research Enhanced Core ETF made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1272 holding.
Raymond James & Associates first reported a position in Columbia Research Enhanced Core ETF in Q2 2023 and has held it in 6 quarters since.
67 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.