Steward Partners Investment Advisory’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Steward Partners Investment Advisory’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	$6.33M	Buy	146,366 +4,129	+3%	+$175K	0.03%	479
2026 Q1	$5.54M	Buy	142,237 +24,780	+21%	+$1M	0.03%	479
2025 Q4	$4.8M	Buy	117,457 +18,818	+19%	+$766K	0.03%	485
2025 Q3	$3.98M	Buy	98,639 +8,555	+9%	+$330K	0.02%	534
2025 Q2	$3.31M	Buy	90,084 +10,909	+14%	+$369K	0.03%	548
2025 Q1	$2.63M	Buy	79,175 +64,348	+434%	+$2.24M	0.02%	573
2024 Q4	$513K	Buy	14,827 +12,930	+682%	+$454K	﹤0.01%	1143
2024 Q3	$64.3K	Buy	+1,897	New	+$62.1K	﹤0.01%	2109

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

Steward Partners Investment Advisory's RECS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Columbia Research Enhanced Core ETF (RECS) stake by 2.9% in Q2 2026, buying an estimated $175K and bringing the position to 146,366 shares worth $6.33M. The position accounts for 0.03% of the portfolio, ranked #479.

Steward Partners Investment Advisory 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.

Steward Partners Investment Advisory held 146,366 shares of Columbia Research Enhanced Core ETF worth $6.33M as of Q2 2026.
Steward Partners Investment Advisory bought 4,129 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $175K.
Columbia Research Enhanced Core ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #479 holding.
Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.