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Tempus Wealth Planning’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Tempus Wealth Planning’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 		– Sell
-27,400
Closed -$1.12M – 286
2025
Q4 		$1.12M Buy
+27,400
New +$1.12M 0.26% 105

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $2.6B AUM 18.62% 1-Year Est. Return

Tempus Wealth Planning's RECS Position: Q1 2026 in Review

Tempus Wealth Planning sold out of Columbia Research Enhanced Core ETF (RECS) in Q1 2026, closing a stake of 27,400 shares — an estimated $1.12M sold.

Tempus Wealth Planning first reported a position in RECS in Q4 2025 and held it in 1 quarter. The position peaked at $1.12M in Q4 2025. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

  • Tempus Wealth Planning reported no remaining Columbia Research Enhanced Core ETF position as of Q1 2026 after selling out during the quarter.
  • Tempus Wealth Planning sold 27,400 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $1.12M.
  • Tempus Wealth Planning first reported a position in Columbia Research Enhanced Core ETF in Q4 2025 and held it in 1 quarter.
  • Tempus Wealth Planning's Columbia Research Enhanced Core ETF position peaked at $1.12M in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Tempus Wealth Planning's 13F filing for Q1 2026, filed 29 Apr 2026.