RMP
RECS icon

Richards, Merrill & Peterson’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Richards, Merrill & Peterson’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
2025
Q2 		– Sell
-700
Closed -$23.2K – 413
2025
Q1 		$23.2K Hold
700
– – 0.01% 332
2024
Q4 		$24.2K Buy
+700
New +$24.6K 0.01% 319

Other funds holding RECS

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Richards, Merrill & Peterson's RECS Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Columbia Research Enhanced Core ETF (RECS) in Q2 2025, closing a stake of 700 shares — an estimated $23.2K sold.

Richards, Merrill & Peterson first reported a position in RECS in Q4 2024 and held it in 2 quarters. The position peaked at $24.2K in Q4 2024. 139 funds tracked by Wall St. Rank hold RECS as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Columbia Research Enhanced Core ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 700 Columbia Research Enhanced Core ETF shares in Q2 2025, an estimated $23.2K.
  • Richards, Merrill & Peterson first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Columbia Research Enhanced Core ETF position peaked at $24.2K in Q4 2024.
  • 139 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.