Three Cord True Wealth Management’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Three Cord True 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
2026 Q1	$26M	Buy	665,786 +33,376	+5%	+$1.35M	14.42%	1
2025 Q4	$25.8M	Buy	632,410 +96,135	+18%	+$3.91M	15.02%	1
2025 Q3	$21.6M	Buy	536,275 +13,066	+2%	+$504K	14.64%	2
2025 Q2	$19.2M	Buy	523,209 +37,159	+8%	+$1.26M	14.37%	2
2025 Q1	$16.1M	Buy	486,050 +45,799	+10%	+$1.59M	13.84%	2
2024 Q4	$15.2M	Buy	+440,251	New	+$15.4M	13.19%	3

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 $2.6B AUM 18.62% 1-Year Est. Return

Three Cord True Wealth Management's RECS Position: Q1 2026 in Review

Three Cord True Wealth Management increased its Columbia Research Enhanced Core ETF (RECS) stake by 5.3% in Q1 2026, buying an estimated $1.35M and bringing the position to 665,786 shares worth $26M. The position accounts for 14.42% of the portfolio, ranked #1.

Three Cord True Wealth Management first reported a position in RECS in Q4 2024 and has held it in 6 quarters since. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

Three Cord True Wealth Management held 665,786 shares of Columbia Research Enhanced Core ETF worth $26M as of Q1 2026.
Three Cord True Wealth Management bought 33,376 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $1.35M.
Columbia Research Enhanced Core ETF made up 14.42% of Three Cord True Wealth Management's portfolio in Q1 2026, its #1 holding.
Three Cord True Wealth Management first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 6 quarters since.
175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on Three Cord True Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.