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

Tripletail 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
Q4 		– Sell
-3,116
Closed -$126K – 330
2025
Q3 		$126K Buy
+3,116
New +$120K 0.15% 103

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tripletail Wealth Management's RECS Position: Q4 2025 in Review

Tripletail Wealth Management sold out of Columbia Research Enhanced Core ETF (RECS) in Q4 2025, closing a stake of 3,116 shares — an estimated $126K sold.

Tripletail Wealth Management first reported a position in RECS in Q3 2025 and held it in 1 quarter. The position peaked at $126K in Q3 2025. 175 funds tracked by Wall St. Rank hold RECS as of Q4 2025.

  • Tripletail Wealth Management reported no remaining Columbia Research Enhanced Core ETF position as of Q4 2025 after selling out during the quarter.
  • Tripletail Wealth Management sold 3,116 Columbia Research Enhanced Core ETF shares in Q4 2025, an estimated $126K.
  • Tripletail Wealth Management first reported a position in Columbia Research Enhanced Core ETF in Q3 2025 and held it in 1 quarter.
  • Tripletail Wealth Management's Columbia Research Enhanced Core ETF position peaked at $126K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q4 2025.

Based on Tripletail Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.