Safe Harbor Wealth Advisors’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Safe Harbor Wealth 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
2025 Q4	$319K	Buy	+7,876	New	+$321K	0.31%	66

Other funds holding RECS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Safe Harbor Wealth Advisors's RECS Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Columbia Research Enhanced Core ETF (RECS) in Q4 2025: 7,876 shares worth $319K. The stake represents 0.31% of the portfolio and ranks #66 among its holdings.

175 funds tracked by Wall St. Rank hold RECS as of Q4 2025.

Safe Harbor Wealth Advisors held 7,876 shares of Columbia Research Enhanced Core ETF worth $319K as of Q4 2025.
Columbia Research Enhanced Core ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
Columbia Research Enhanced Core ETF made up 0.31% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #66 holding.
175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.