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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $2.92B AUM 23.85% 1-Year Est. Return

RiverTree Advisors's RECS Position: Q2 2026 in Review

RiverTree Advisors increased its Columbia Research Enhanced Core ETF (RECS) stake by 2.4% in Q2 2026, buying an estimated $12.8K and bringing the position to 13,108 shares worth $567K. The position accounts for 0.34% of the portfolio, ranked #51.

RiverTree Advisors first reported a position in RECS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q4 2024. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • RiverTree Advisors held 13,108 shares of Columbia Research Enhanced Core ETF worth $567K as of Q2 2026.
  • RiverTree Advisors bought 302 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $12.8K.
  • Columbia Research Enhanced Core ETF made up 0.34% of RiverTree Advisors's portfolio in Q2 2026, its #51 holding.
  • RiverTree Advisors first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 7 quarters since.
  • RiverTree Advisors's Columbia Research Enhanced Core ETF position peaked at $1.6M in Q4 2024.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on RiverTree Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.