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 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 $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

Riverbend Wealth Management's RECS Position: Q2 2026 in Review

Riverbend Wealth Management increased its Columbia Research Enhanced Core ETF (RECS) stake by 3.6% in Q2 2026, buying an estimated $36K and bringing the position to 24,574 shares worth $1.06M. The position accounts for 0.53% of the portfolio, ranked #49.

Riverbend Wealth Management 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.

Riverbend Wealth Management held 24,574 shares of Columbia Research Enhanced Core ETF worth $1.06M as of Q2 2026.
Riverbend Wealth Management bought 849 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $36K.
Columbia Research Enhanced Core ETF made up 0.53% of Riverbend Wealth Management's portfolio in Q2 2026, its #49 holding.
Riverbend Wealth Management 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 Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.