Ruggaard & Associates’s Columbia Research Enhanced Value ETF REVS Stock Holding History

Ruggaard & Associates’s Portfolio REVS Stock Details REVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.5M	Buy	52,425 +322	+0.6%	+$9.38K	0.59%	28
2025 Q4	$1.47M	Buy	52,103 +2,452	+5%	+$69.2K	0.58%	28
2025 Q3	$1.39M	Buy	49,651 +63	+0.1%	+$1.71K	0.52%	28
2025 Q2	$1.3M	Sell	49,588 -850	-2%	-$21.1K	0.52%	26
2025 Q1	$1.27M	Buy	50,438 +530	+1%	+$13.5K	0.56%	25
2024 Q4	$1.23M	Buy	49,908 +3,585	+8%	+$92.6K	0.54%	23
2024 Q3	$1.18M	Buy	46,323 +4,681	+11%	+$114K	0.51%	23
2024 Q2	$970K	Buy	+41,642	New	+$969K	0.45%	28

Other funds holding REVS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Ruggaard & Associates's REVS Position: Q1 2026 in Review

Ruggaard & Associates increased its Columbia Research Enhanced Value ETF (REVS) stake by 0.62% in Q1 2026, buying an estimated $9.38K and bringing the position to 52,425 shares worth $1.5M. The position accounts for 0.59% of the portfolio, ranked #28.

Ruggaard & Associates first reported a position in REVS in Q2 2024 and has held it in 8 quarters since. 37 funds tracked by Wall St. Rank hold REVS as of Q1 2026.

Ruggaard & Associates held 52,425 shares of Columbia Research Enhanced Value ETF worth $1.5M as of Q1 2026.
Ruggaard & Associates bought 322 Columbia Research Enhanced Value ETF shares in Q1 2026, an estimated $9.38K.
Columbia Research Enhanced Value ETF made up 0.59% of Ruggaard & Associates's portfolio in Q1 2026, its #28 holding.
Ruggaard & Associates first reported a position in Columbia Research Enhanced Value ETF in Q2 2024 and has held it in 8 quarters since.
37 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.