Root Financial Partners
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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
2026
Q3 		$1.77M Buy
+39,218
New +$1.76M 0.06% 90
2025
Q4 		– Sell
-958
Closed -$38.7K – 2511
2025
Q3 		$38.7K Buy
+958
New +$36.9K ﹤0.01% 774

Other funds holding RECS

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Spectrum Wealth Advisory Group
Spectrum Wealth Advisory Group Granite Bay, California $354M AUM 15.64% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Root Financial Partners's RECS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Columbia Research Enhanced Core ETF (RECS) in Q3 2026: 39,218 shares worth $1.77M. The stake represents 0.06% of the portfolio and ranks #90 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RECS as recently as Q3 2025.

Root Financial Partners first reported a position in RECS in Q3 2025 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold RECS as of Q3 2026.

  • Root Financial Partners held 39,218 shares of Columbia Research Enhanced Core ETF worth $1.77M as of Q3 2026.
  • Columbia Research Enhanced Core ETF was a new Root Financial Partners position in Q3 2026.
  • Columbia Research Enhanced Core ETF made up 0.06% of Root Financial Partners's portfolio in Q3 2026, its #90 holding.
  • Root Financial Partners first reported a position in Columbia Research Enhanced Core ETF in Q3 2025 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.