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 Q3	$584K	Sell	12,945 -163	-1%	-$7.31K	0.35%	50
2026 Q2	$567K	Buy	13,108 +302	+2%	+$12.8K	0.34%	51
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

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

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

SFG

Snider Financial Group Bellevue, Washington $415M AUM 19.98% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

RCS

R2 Capital Strategies Lincoln, Nebraska $236M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

RiverTree Advisors's RECS Position: Q3 2026 in Review

RiverTree Advisors reduced its Columbia Research Enhanced Core ETF (RECS) stake by 1.2% in Q3 2026, selling an estimated $7.31K and leaving 12,945 shares worth $584K. The position accounts for 0.35% of the portfolio, ranked #50.

RiverTree Advisors first reported a position in RECS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.6M in Q4 2024. 30 funds tracked by Wall St. Rank hold RECS as of Q3 2026.

RiverTree Advisors held 12,945 shares of Columbia Research Enhanced Core ETF worth $584K as of Q3 2026.
RiverTree Advisors sold 163 Columbia Research Enhanced Core ETF shares in Q3 2026, an estimated $7.31K.
Columbia Research Enhanced Core ETF made up 0.35% of RiverTree Advisors's portfolio in Q3 2026, its #50 holding.
RiverTree Advisors first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 8 quarters since.
RiverTree Advisors's Columbia Research Enhanced Core ETF position peaked at $1.6M in Q4 2024.
30 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2026.

Based on RiverTree Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.