Raymond James Financial Services Advisors’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Raymond James Financial Services Advisors’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	$32.6M	Buy	960,037 +644,066	+204%	+$21.1M	0.04%	390
2024 Q2	$10.2M	Buy	315,971 +39,958	+14%	+$1.24M	0.01%	819
2024 Q1	$8.55M	Buy	276,013 +29,229	+12%	+$855K	0.01%	883
2023 Q4	$6.84M	Buy	246,784 +6,993	+3%	+$183K	0.01%	922
2023 Q3	$6.03M	Buy	239,791 +19,365	+9%	+$503K	0.01%	925
2023 Q2	$5.7M	Sell	220,426 -3,289	-1%	-$81K	0.01%	947
2023 Q1	$5.37M	Buy	223,715 +66,119	+42%	+$1.56M	0.01%	962
2022 Q4	$3.58M	Buy	157,596 +142,810	+966%	+$3.28M	0.01%	1132
2022 Q3	$312K	Buy	+14,786	New	+$345K	﹤0.01%	2544

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

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Raymond James Financial Services Advisors's RECS Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Columbia Research Enhanced Core ETF (RECS) stake by 204% in Q3 2024, buying an estimated $21.1M and bringing the position to 960,037 shares worth $32.6M. The position accounts for 0.04% of the portfolio, ranked #390.

Raymond James Financial Services Advisors first reported a position in RECS in Q3 2022 and has held it in 9 quarters since. 67 funds tracked by Wall St. Rank hold RECS as of Q3 2024.

Raymond James Financial Services Advisors held 960,037 shares of Columbia Research Enhanced Core ETF worth $32.6M as of Q3 2024.
Raymond James Financial Services Advisors bought 644,066 Columbia Research Enhanced Core ETF shares in Q3 2024, an estimated $21.1M.
Columbia Research Enhanced Core ETF made up 0.04% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #390 holding.
Raymond James Financial Services Advisors first reported a position in Columbia Research Enhanced Core ETF in Q3 2022 and has held it in 9 quarters since.
67 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.