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U.S. Capital Wealth Advisors’s Columbia Research Enhanced Value ETF REVS Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio REVS Stock Details REVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.96M Buy
243,142
+121,316
+100% +$3.53M 0.18% 142
2025
Q4 		$3.45M Buy
+121,826
New +$3.44M 0.09% 238

Other funds holding REVS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

U.S. Capital Wealth Advisors's REVS Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Columbia Research Enhanced Value ETF (REVS) stake by 100% in Q1 2026, buying an estimated $3.53M and bringing the position to 243,142 shares worth $6.96M. The position accounts for 0.18% of the portfolio, ranked #142.

U.S. Capital Wealth Advisors first reported a position in REVS in Q4 2025 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold REVS as of Q1 2026.

  • U.S. Capital Wealth Advisors held 243,142 shares of Columbia Research Enhanced Value ETF worth $6.96M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 121,316 Columbia Research Enhanced Value ETF shares in Q1 2026, an estimated $3.53M.
  • Columbia Research Enhanced Value ETF made up 0.18% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #142 holding.
  • U.S. Capital Wealth Advisors first reported a position in Columbia Research Enhanced Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.