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 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 $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Richmond Investment Services's RECS Position: Q1 2026 in Review

Richmond Investment Services increased its Columbia Research Enhanced Core ETF (RECS) stake by 1.1% in Q1 2026, buying an estimated $30.4K and bringing the position to 68,635 shares worth $2.68M. The position accounts for 0.43% of the portfolio, ranked #41.

Richmond Investment Services first reported a position in RECS in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.77M in Q4 2025. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

Richmond Investment Services held 68,635 shares of Columbia Research Enhanced Core ETF worth $2.68M as of Q1 2026.
Richmond Investment Services bought 750 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $30.4K.
Columbia Research Enhanced Core ETF made up 0.43% of Richmond Investment Services's portfolio in Q1 2026, its #41 holding.
Richmond Investment Services first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 6 quarters since.
Richmond Investment Services's Columbia Research Enhanced Core ETF position peaked at $2.77M in Q4 2025.
175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.