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 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 $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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: Q1 2026 in Review

Spectrum Wealth Advisory Group increased its Columbia Research Enhanced Core ETF (RECS) stake by 1.6% in Q1 2026, buying an estimated $523K and bringing the position to 829,116 shares worth $32.3M. The position accounts for 12.02% of the portfolio, ranked #3.

Spectrum Wealth Advisory Group first reported a position in RECS in Q3 2024 and has held it in 7 quarters since. The position peaked at $33.9M in Q4 2024. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

Spectrum Wealth Advisory Group held 829,116 shares of Columbia Research Enhanced Core ETF worth $32.3M as of Q1 2026.
Spectrum Wealth Advisory Group bought 12,888 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $523K.
Columbia Research Enhanced Core ETF made up 12.02% of Spectrum Wealth Advisory Group's portfolio in Q1 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 7 quarters since.
Spectrum Wealth Advisory Group's Columbia Research Enhanced Core ETF position peaked at $33.9M in Q4 2024.
175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.