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

Summit Financial’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 		$1.97M Buy
45,617
+12,506
+38% +$530K 0.02% 640
2026
Q1 		$1.29M Buy
33,111
+12,531
+61% +$508K 0.02% 693
2025
Q4 		$840K Buy
20,580
+2,072
+11% +$84.3K 0.01% 722
2025
Q3 		$747K Buy
+18,508
New +$713K 0.01% 742

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
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

Summit Financial's RECS Position: Q2 2026 in Review

Summit Financial increased its Columbia Research Enhanced Core ETF (RECS) stake by 38% in Q2 2026, buying an estimated $530K and bringing the position to 45,617 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #640.

Summit Financial first reported a position in RECS in Q3 2025 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Summit Financial held 45,617 shares of Columbia Research Enhanced Core ETF worth $1.97M as of Q2 2026.
  • Summit Financial bought 12,506 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $530K.
  • Columbia Research Enhanced Core ETF made up 0.02% of Summit Financial's portfolio in Q2 2026, its #640 holding.
  • Summit Financial first reported a position in Columbia Research Enhanced Core ETF in Q3 2025 and has held it in 4 quarters since.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.