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TCFG Wealth Management’s Columbia Research Enhanced Core ETF RECS Stock Holding History

TCFG Wealth Management’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
2025
Q1 		– Sell
-6,184
Closed -$214K – 245
2024
Q4 		$214K Buy
+6,184
New +$217K 0.11% 207

Other funds holding RECS

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
BWP
BlueStem Wealth Partners Minnetonka, Minnesota $900M AUM 15.24% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

TCFG Wealth Management's RECS Position: Q1 2025 in Review

TCFG Wealth Management sold out of Columbia Research Enhanced Core ETF (RECS) in Q1 2025, closing a stake of 6,184 shares — an estimated $214K sold.

TCFG Wealth Management first reported a position in RECS in Q4 2024 and held it in 1 quarter. The position peaked at $214K in Q4 2024. 122 funds tracked by Wall St. Rank hold RECS as of Q1 2025.

  • TCFG Wealth Management reported no remaining Columbia Research Enhanced Core ETF position as of Q1 2025 after selling out during the quarter.
  • TCFG Wealth Management sold 6,184 Columbia Research Enhanced Core ETF shares in Q1 2025, an estimated $214K.
  • TCFG Wealth Management first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and held it in 1 quarter.
  • TCFG Wealth Management's Columbia Research Enhanced Core ETF position peaked at $214K in Q4 2024.
  • 122 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2025.

Based on TCFG Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.