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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
Q2 		$9.77M 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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Snider Financial Group's RECS Position: Q2 2026 in Review

Snider Financial Group increased its Columbia Research Enhanced Core ETF (RECS) stake by 8.7% in Q2 2026, buying an estimated $763K and bringing the position to 225,697 shares worth $9.77M. The position accounts for 2.49% of the portfolio, ranked #11.

Snider Financial Group first reported a position in RECS in Q2 2025 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Snider Financial Group held 225,697 shares of Columbia Research Enhanced Core ETF worth $9.77M as of Q2 2026.
  • Snider Financial Group bought 18,008 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $763K.
  • Columbia Research Enhanced Core ETF made up 2.49% of Snider Financial Group's portfolio in Q2 2026, its #11 holding.
  • Snider Financial Group first reported a position in Columbia Research Enhanced Core ETF in Q2 2025 and has held it in 5 quarters since.
  • 26 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.