UBS Group’s Columbia Research Enhanced Core ETF RECS Stock Holding History

UBS Group’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 Q2	$37.4M	Buy	864,328 +15,420	+2%	+$653K	﹤0.01%	2040
2026 Q1	$33.1M	Buy	848,908 +332,559	+64%	+$13.5M	0.01%	2071
2025 Q4	$21.1M	Buy	516,349 +12,034	+2%	+$490K	﹤0.01%	2542
2025 Q3	$20.3M	Buy	504,315 +137,361	+37%	+$5.29M	﹤0.01%	2543
2025 Q2	$13.5M	Buy	366,954 +225,803	+160%	+$7.65M	﹤0.01%	2796
2025 Q1	$4.69M	Buy	141,151 +139,698	+9,614%	+$4.86M	﹤0.01%	3844
2024 Q4	$50.3K	Buy	1,453 +1,291	+797%	+$45.3K	﹤0.01%	7288
2024 Q3	$5.49K	Buy	+162	New	+$5.3K	﹤0.01%	8049
2023 Q4	–	Sell	-1,862	Closed	-$46.8K	–	9786
2023 Q3	$46.8K	Buy	1,862 +1,542	+482%	+$40K	﹤0.01%	6329
2023 Q2	$8.27K	Buy	320 +220	+220%	+$5.42K	﹤0.01%	7249
2023 Q1	$2.4K	Buy	+100	New	+$2.35K	﹤0.01%	8521

Other funds holding RECS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

UBS Group's RECS Position: Q2 2026 in Review

UBS Group increased its Columbia Research Enhanced Core ETF (RECS) stake by 1.8% in Q2 2026, buying an estimated $653K and bringing the position to 864,328 shares worth $37.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

UBS Group first reported a position in RECS in Q1 2023 and has held it in 11 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

UBS Group held 864,328 shares of Columbia Research Enhanced Core ETF worth $37.4M as of Q2 2026.
UBS Group bought 15,420 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $653K.
Columbia Research Enhanced Core ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2040 holding.
UBS Group first reported a position in Columbia Research Enhanced Core ETF in Q1 2023 and has held it in 11 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.