Spectrum Wealth Advisory Group’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Spectrum Wealth Advisory 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	$37.1M	Buy	856,938 +27,822	+3%	+$1.18M	10.56%	3
2026 Q1	$32.3M	Buy	829,116 +12,888	+2%	+$523K	12.02%	3
2025 Q4	$33.3M	Sell	816,228 -1,477	-0.2%	-$60.1K	12.25%	3
2025 Q3	$33M	Sell	817,705 -20,217	-2%	-$779K	13.62%	1
2025 Q2	$30.8M	Sell	837,922 -165,291	-16%	-$5.6M	14.34%	1
2025 Q1	$33.3M	Buy	1,003,213 +24,453	+2%	+$850K	15.99%	2
2024 Q4	$33.9M	Buy	978,760 +164,531	+20%	+$5.77M	15.97%	2
2024 Q3	$27.6M	Buy	+814,229	New	+$26.7M	15.48%	2

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

Spectrum Wealth Advisory Group's RECS Position: Q2 2026 in Review

Spectrum Wealth Advisory Group increased its Columbia Research Enhanced Core ETF (RECS) stake by 3.4% in Q2 2026, buying an estimated $1.18M and bringing the position to 856,938 shares worth $37.1M. The position accounts for 10.56% of the portfolio, ranked #3.

Spectrum Wealth Advisory Group first reported a position in RECS in Q3 2024 and has held it in 8 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Spectrum Wealth Advisory Group held 856,938 shares of Columbia Research Enhanced Core ETF worth $37.1M as of Q2 2026.
Spectrum Wealth Advisory Group bought 27,822 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $1.18M.
Columbia Research Enhanced Core ETF made up 10.56% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #3 holding.
Spectrum Wealth Advisory Group first reported a position in Columbia Research Enhanced Core ETF in Q3 2024 and has held it in 8 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.