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SageView Advisory Group’s Columbia Research Enhanced Core ETF RECS Stock Holding History

SageView Advisory Group’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
Q2 		$213K Buy
+4,911
New +$208K 0.01% 596
2026
Q1 		– Sell
-4,911
Closed -$201K – 2003
2025
Q4 		$201K Buy
+4,911
New +$200K 0.01% 601

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

SageView Advisory Group's RECS Position: Q2 2026 in Review

SageView Advisory Group opened a new position in Columbia Research Enhanced Core ETF (RECS) in Q2 2026: 4,911 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #596 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in RECS as recently as Q4 2025.

SageView Advisory Group first reported a position in RECS in Q4 2025 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • SageView Advisory Group held 4,911 shares of Columbia Research Enhanced Core ETF worth $213K as of Q2 2026.
  • Columbia Research Enhanced Core ETF was a new SageView Advisory Group position in Q2 2026.
  • Columbia Research Enhanced Core ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #596 holding.
  • SageView Advisory Group first reported a position in Columbia Research Enhanced Core ETF in Q4 2025 and has held it in 2 quarters since.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.