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Tyler-Stone Wealth Management’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Tyler-Stone 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
Q2 		$378K Buy
10,264
+100
+1% +$3.39K 0.06% 227
2025
Q1 		$338K Buy
10,164
+1,600
+19% +$55.6K 0.06% 236
2024
Q4 		$296K Buy
8,564
+70
+0.8% +$2.46K 0.05% 251
2024
Q3 		$288K Buy
8,494
+4,397
+107% +$144K 0.05% 253
2024
Q2 		$132K Buy
4,097
+800
+24% +$24.8K 0.05% 248
2024
Q1 		$102K Buy
3,297
+1,317
+67% +$38.5K 0.05% 272
2023
Q4 		$54.9K Buy
1,980
+1,300
+191% +$34K 0.03% 345
2023
Q3 		$17K Buy
+680
New +$17.7K 0.01% 513

Other funds holding RECS

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Tyler-Stone Wealth Management's RECS Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Columbia Research Enhanced Core ETF (RECS) stake by 0.98% in Q2 2025, buying an estimated $3.39K and bringing the position to 10,264 shares worth $378K. The position accounts for 0.06% of the portfolio, ranked #227.

Tyler-Stone Wealth Management first reported a position in RECS in Q3 2023 and has held it in 8 quarters since. 139 funds tracked by Wall St. Rank hold RECS as of Q2 2025.

  • Tyler-Stone Wealth Management held 10,264 shares of Columbia Research Enhanced Core ETF worth $378K as of Q2 2025.
  • Tyler-Stone Wealth Management bought 100 Columbia Research Enhanced Core ETF shares in Q2 2025, an estimated $3.39K.
  • Columbia Research Enhanced Core ETF made up 0.06% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #227 holding.
  • Tyler-Stone Wealth Management first reported a position in Columbia Research Enhanced Core ETF in Q3 2023 and has held it in 8 quarters since.
  • 139 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.