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 Q2	$1.68M	Buy	53,364 +939	+2%	+$28.9K	0.6%	28
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 $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

FIB

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Ruggaard & Associates's REVS Position: Q2 2026 in Review

Ruggaard & Associates increased its Columbia Research Enhanced Value ETF (REVS) stake by 1.8% in Q2 2026, buying an estimated $28.9K and bringing the position to 53,364 shares worth $1.68M. The position accounts for 0.6% of the portfolio, ranked #28.

Ruggaard & Associates first reported a position in REVS in Q2 2024 and has held it in 9 quarters since. 37 funds tracked by Wall St. Rank hold REVS as of Q2 2026.

Ruggaard & Associates held 53,364 shares of Columbia Research Enhanced Value ETF worth $1.68M as of Q2 2026.
Ruggaard & Associates bought 939 Columbia Research Enhanced Value ETF shares in Q2 2026, an estimated $28.9K.
Columbia Research Enhanced Value ETF made up 0.6% of Ruggaard & Associates's portfolio in Q2 2026, its #28 holding.
Ruggaard & Associates first reported a position in Columbia Research Enhanced Value ETF in Q2 2024 and has held it in 9 quarters since.
37 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.