Smith Shellnut Wilson’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Smith Shellnut Wilson’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	$2.32M	Buy	53,520 +5,595	+12%	+$237K	0.86%	28
2026 Q1	$1.87M	Sell	47,925 -8,188	-15%	-$332K	0.82%	30
2025 Q4	$2.29M	Buy	56,113 +23,292	+71%	+$948K	0.88%	27
2025 Q3	$1.32M	Buy	32,821 +9,752	+42%	+$376K	0.51%	42
2025 Q2	$849K	Buy	23,069 +4,305	+23%	+$146K	0.37%	55
2025 Q1	$623K	Buy	+18,764	New	+$653K	0.29%	61

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

BWL

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

Smith Shellnut Wilson's RECS Position: Q2 2026 in Review

Smith Shellnut Wilson increased its Columbia Research Enhanced Core ETF (RECS) stake by 12% in Q2 2026, buying an estimated $237K and bringing the position to 53,520 shares worth $2.32M. The position accounts for 0.86% of the portfolio, ranked #28.

Smith Shellnut Wilson first reported a position in RECS in Q1 2025 and has held it in 6 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Smith Shellnut Wilson held 53,520 shares of Columbia Research Enhanced Core ETF worth $2.32M as of Q2 2026.
Smith Shellnut Wilson bought 5,595 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $237K.
Columbia Research Enhanced Core ETF made up 0.86% of Smith Shellnut Wilson's portfolio in Q2 2026, its #28 holding.
Smith Shellnut Wilson first reported a position in Columbia Research Enhanced Core ETF in Q1 2025 and has held it in 6 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.