Silver Oak Securities’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Silver Oak Securities’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 Q1	$3.26M	Buy	83,705 +3,717	+5%	+$151K	0.24%	89
2025 Q4	$3.29M	Sell	79,988 -2,536	-3%	-$103K	0.22%	100
2025 Q3	$3.33M	Buy	82,524 +1,956	+2%	+$75.4K	0.25%	89
2025 Q2	$2.96M	Buy	80,568 +2,172	+3%	+$73.6K	0.24%	89
2025 Q1	$2.59M	Sell	78,396 -4,215	-5%	-$147K	0.24%	95
2024 Q4	$2.87M	Buy	+82,611	New	+$2.9M	0.27%	83

Other funds holding RECS

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Silver Oak Securities's RECS Position: Q1 2026 in Review

Silver Oak Securities increased its Columbia Research Enhanced Core ETF (RECS) stake by 4.6% in Q1 2026, buying an estimated $151K and bringing the position to 83,705 shares worth $3.26M. The position accounts for 0.24% of the portfolio, ranked #89.

Silver Oak Securities first reported a position in RECS in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.33M in Q3 2025. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

Silver Oak Securities held 83,705 shares of Columbia Research Enhanced Core ETF worth $3.26M as of Q1 2026.
Silver Oak Securities bought 3,717 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $151K.
Columbia Research Enhanced Core ETF made up 0.24% of Silver Oak Securities's portfolio in Q1 2026, its #89 holding.
Silver Oak Securities first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 6 quarters since.
Silver Oak Securities's Columbia Research Enhanced Core ETF position peaked at $3.33M in Q3 2025.
175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.