RJT
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Raymond James Trust’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Raymond James Trust’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 		$262K Buy
7,739
+700
+10% +$22.9K 0.01% 1108
2024
Q2 		$227K Hold
7,039
– – 0.01% 1127
2024
Q1 		$218K Buy
+7,039
New +$206K 0.01% 1150

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Trust's RECS Position: Q3 2024 in Review

Raymond James Trust increased its Columbia Research Enhanced Core ETF (RECS) stake by 9.9% in Q3 2024, buying an estimated $22.9K and bringing the position to 7,739 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #1108.

Raymond James Trust first reported a position in RECS in Q1 2024 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold RECS as of Q3 2024.

  • Raymond James Trust held 7,739 shares of Columbia Research Enhanced Core ETF worth $262K as of Q3 2024.
  • Raymond James Trust bought 700 Columbia Research Enhanced Core ETF shares in Q3 2024, an estimated $22.9K.
  • Columbia Research Enhanced Core ETF made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #1108 holding.
  • Raymond James Trust first reported a position in Columbia Research Enhanced Core ETF in Q1 2024 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.