SSW
RECS icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Smith Shellnut Wilson's RECS Position: Q3 2025 in Review

Smith Shellnut Wilson increased its Columbia Research Enhanced Core ETF (RECS) stake by 42% in Q3 2025, buying an estimated $376K and bringing the position to 32,821 shares worth $1.32M. The position accounts for 0.51% of the portfolio, ranked #42.

Smith Shellnut Wilson first reported a position in RECS in Q1 2025 and has held it in 3 quarters since. 156 funds tracked by Wall St. Rank hold RECS as of Q3 2025.

  • Smith Shellnut Wilson held 32,821 shares of Columbia Research Enhanced Core ETF worth $1.32M as of Q3 2025.
  • Smith Shellnut Wilson bought 9,752 Columbia Research Enhanced Core ETF shares in Q3 2025, an estimated $376K.
  • Columbia Research Enhanced Core ETF made up 0.51% of Smith Shellnut Wilson's portfolio in Q3 2025, its #42 holding.
  • Smith Shellnut Wilson first reported a position in Columbia Research Enhanced Core ETF in Q1 2025 and has held it in 3 quarters since.
  • 156 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.