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RiverTree Advisors’s Columbia Research Enhanced Core ETF RECS Stock Holding History

RiverTree Advisors’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 		$499K Sell
12,806
-1,317
-9% -$53.4K 0.32% 50
2025
Q4 		$577K Sell
14,123
-252
-2% -$10.3K 0.37% 50
2025
Q3 		$580K Buy
14,375
+6,195
+76% +$239K 0.37% 45
2025
Q2 		$301K Sell
8,180
-515
-6% -$17.4K 0.2% 48
2025
Q1 		$289K Sell
8,695
-37,547
-81% -$1.31M 0.19% 53
2024
Q4 		$1.6M Buy
+46,242
New +$1.62M 1.05% 27

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
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

RiverTree Advisors's RECS Position: Q1 2026 in Review

RiverTree Advisors reduced its Columbia Research Enhanced Core ETF (RECS) stake by 9.3% in Q1 2026, selling an estimated $53.4K and leaving 12,806 shares worth $499K. The position accounts for 0.32% of the portfolio, ranked #50.

RiverTree Advisors first reported a position in RECS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.6M in Q4 2024. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

  • RiverTree Advisors held 12,806 shares of Columbia Research Enhanced Core ETF worth $499K as of Q1 2026.
  • RiverTree Advisors sold 1,317 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $53.4K.
  • Columbia Research Enhanced Core ETF made up 0.32% of RiverTree Advisors's portfolio in Q1 2026, its #50 holding.
  • RiverTree Advisors first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 6 quarters since.
  • RiverTree Advisors's Columbia Research Enhanced Core ETF position peaked at $1.6M in Q4 2024.
  • 175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on RiverTree Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.