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Root Financial Partners’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Root Financial Partners’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
2025
Q4 		– Sell
-958
Closed -$38.7K – 2511
2025
Q3 		$38.7K Buy
+958
New +$36.9K ﹤0.01% 774

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Root Financial Partners's RECS Position: Q4 2025 in Review

Root Financial Partners sold out of Columbia Research Enhanced Core ETF (RECS) in Q4 2025, closing a stake of 958 shares — an estimated $38.7K sold.

Root Financial Partners first reported a position in RECS in Q3 2025 and held it in 1 quarter. The position peaked at $38.7K in Q3 2025. 174 funds tracked by Wall St. Rank hold RECS as of Q4 2025.

  • Root Financial Partners reported no remaining Columbia Research Enhanced Core ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 958 Columbia Research Enhanced Core ETF shares in Q4 2025, an estimated $38.7K.
  • Root Financial Partners first reported a position in Columbia Research Enhanced Core ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's Columbia Research Enhanced Core ETF position peaked at $38.7K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.