Richmond Investment Services’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Richmond Investment Services’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	$653K	Sell	15,083 -53,552	-78%	-$2.27M	0.21%	64
2026 Q1	$2.68M	Buy	68,635 +750	+1%	+$30.4K	0.43%	41
2025 Q4	$2.77M	Buy	67,885 +2,469	+4%	+$100K	0.48%	37
2025 Q3	$2.64M	Sell	65,416 -2,732	-4%	-$105K	0.49%	34
2025 Q2	$2.51M	Buy	68,148 +34,562	+103%	+$1.17M	0.53%	35
2025 Q1	$1.12M	Buy	33,586 +1,284	+4%	+$44.7K	0.61%	34
2024 Q4	$1.12M	Buy	+32,302	New	+$1.13M	0.63%	32

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

Richmond Investment Services's RECS Position: Q2 2026 in Review

Richmond Investment Services reduced its Columbia Research Enhanced Core ETF (RECS) stake by 78% in Q2 2026, selling an estimated $2.27M and leaving 15,083 shares worth $653K. The position accounts for 0.21% of the portfolio, ranked #64.

Richmond Investment Services first reported a position in RECS in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.77M in Q4 2025. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Richmond Investment Services held 15,083 shares of Columbia Research Enhanced Core ETF worth $653K as of Q2 2026.
Richmond Investment Services sold 53,552 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $2.27M.
Columbia Research Enhanced Core ETF made up 0.21% of Richmond Investment Services's portfolio in Q2 2026, its #64 holding.
Richmond Investment Services first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 7 quarters since.
Richmond Investment Services's Columbia Research Enhanced Core ETF position peaked at $2.77M in Q4 2025.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.