Retirement Planning Group (New York)’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Retirement Planning Group (New York)’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	$7.43M	Buy	171,662 +26,313	+18%	+$1.12M	4.05%	5
2026 Q1	$5.67M	Buy	145,349 +23,094	+19%	+$937K	3.65%	6
2025 Q4	$4.99M	Buy	122,255 +17,962	+17%	+$731K	3.41%	6
2025 Q3	$4.21M	Buy	104,293 +14,250	+16%	+$549K	3.15%	7
2025 Q2	$3.31M	Buy	90,043 +26,311	+41%	+$891K	2.91%	13
2025 Q1	$2.12M	Buy	63,732 +25,025	+65%	+$870K	2.15%	17
2024 Q4	$1.35M	Buy	+38,707	New	+$1.36M	1.49%	21

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 $7.25B AUM 20.71% 1-Year Est. Return

BWL

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

Retirement Planning Group (New York)'s RECS Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its Columbia Research Enhanced Core ETF (RECS) stake by 18% in Q2 2026, buying an estimated $1.12M and bringing the position to 171,662 shares worth $7.43M. The position accounts for 4.05% of the portfolio, ranked #5.

Retirement Planning Group (New York) first reported a position in RECS in Q4 2024 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Retirement Planning Group (New York) held 171,662 shares of Columbia Research Enhanced Core ETF worth $7.43M as of Q2 2026.
Retirement Planning Group (New York) bought 26,313 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $1.12M.
Columbia Research Enhanced Core ETF made up 4.05% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #5 holding.
Retirement Planning Group (New York) first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 7 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.