Riverbend Wealth Management’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Riverbend Wealth Management’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 Q3	$1.09M	Sell	24,174 -400	-2%	-$17.9K	0.5%	55
2026 Q2	$1.06M	Buy	24,574 +849	+4%	+$36K	0.53%	49
2026 Q1	$925K	Buy	23,725 +747	+3%	+$30.3K	0.53%	49
2025 Q4	$938K	Buy	22,978 +6,756	+42%	+$275K	0.58%	49
2025 Q3	$655K	Buy	16,222 +1,419	+10%	+$54.7K	0.46%	62
2025 Q2	$545K	Buy	14,803 +4,123	+39%	+$140K	0.41%	74
2025 Q1	$355K	Buy	10,680 +2,531	+31%	+$88K	0.32%	83
2024 Q4	$282K	Buy	+8,149	New	+$286K	0.25%	94

Other funds holding RECS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Spectrum Wealth Advisory Group Granite Bay, California $354M AUM 15.64% 1-Year Est. Return

Riverbend Wealth Management's RECS Position: Q3 2026 in Review

Riverbend Wealth Management reduced its Columbia Research Enhanced Core ETF (RECS) stake by 1.6% in Q3 2026, selling an estimated $17.9K and leaving 24,174 shares worth $1.09M. The position accounts for 0.5% of the portfolio, ranked #55.

Riverbend Wealth Management first reported a position in RECS in Q4 2024 and has held it in 8 quarters since. 133 funds tracked by Wall St. Rank hold RECS as of Q3 2026.

Riverbend Wealth Management held 24,174 shares of Columbia Research Enhanced Core ETF worth $1.09M as of Q3 2026.
Riverbend Wealth Management sold 400 Columbia Research Enhanced Core ETF shares in Q3 2026, an estimated $17.9K.
Columbia Research Enhanced Core ETF made up 0.5% of Riverbend Wealth Management's portfolio in Q3 2026, its #55 holding.
Riverbend Wealth Management first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 8 quarters since.
133 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.