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Snider Financial Group’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Snider Financial 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
Q3 		$9.9M Sell
219,194
-6,503
-3% -$292K 2.38% 12
2026
Q2 		$9.8M Buy
225,697
+18,008
+9% +$763K 2.49% 11
2026
Q1 		$8.1M Buy
207,689
+22,868
+12% +$927K 2.44% 12
2025
Q4 		$7.55M Buy
184,821
+49,523
+37% +$2.02M 2.01% 15
2025
Q3 		$5.46M Buy
135,298
+11,480
+9% +$442K 1.49% 19
2025
Q2 		$4.56M Buy
+123,818
New +$4.19M 1.31% 22

Other funds holding RECS

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
RCS
R2 Capital Strategies Lincoln, Nebraska $236M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Snider Financial Group's RECS Position: Q3 2026 in Review

Snider Financial Group reduced its Columbia Research Enhanced Core ETF (RECS) stake by 2.9% in Q3 2026, selling an estimated $292K and leaving 219,194 shares worth $9.9M. The position accounts for 2.38% of the portfolio, ranked #12.

Snider Financial Group first reported a position in RECS in Q2 2025 and has held it in 6 quarters since. 35 funds tracked by Wall St. Rank hold RECS as of Q3 2026.

  • Snider Financial Group held 219,194 shares of Columbia Research Enhanced Core ETF worth $9.9M as of Q3 2026.
  • Snider Financial Group sold 6,503 Columbia Research Enhanced Core ETF shares in Q3 2026, an estimated $292K.
  • Columbia Research Enhanced Core ETF made up 2.38% of Snider Financial Group's portfolio in Q3 2026, its #12 holding.
  • Snider Financial Group first reported a position in Columbia Research Enhanced Core ETF in Q2 2025 and has held it in 6 quarters since.
  • 35 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2026.

Based on Snider Financial Group's 13F filing for Q3 2026, filed 16 Oct 2026.