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

USAdvisors 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
Q2 		$5.76M Sell
133,069
-6,670
-5% -$283K 1.65% 19
2026
Q1 		$5.3M Buy
139,739
+1,577
+1% +$64K 1.76% 17
2025
Q4 		$5.64M Sell
138,162
-7,676
-5% -$312K 1.86% 15
2025
Q3 		$5.88M Sell
145,838
-14,612
-9% -$563K 2.03% 13
2025
Q2 		$5.91M Buy
160,450
+7,824
+5% +$265K 2.2% 11
2025
Q1 		$5.07M Sell
152,626
-8,713
-5% -$303K 1.77% 14
2024
Q4 		$5.58M Buy
+161,339
New +$5.66M 1.81% 14

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
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

USAdvisors Wealth Management's RECS Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its Columbia Research Enhanced Core ETF (RECS) stake by 4.8% in Q2 2026, selling an estimated $283K and leaving 133,069 shares worth $5.76M. The position accounts for 1.65% of the portfolio, ranked #19.

USAdvisors Wealth Management first reported a position in RECS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.91M in Q2 2025. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • USAdvisors Wealth Management held 133,069 shares of Columbia Research Enhanced Core ETF worth $5.76M as of Q2 2026.
  • USAdvisors Wealth Management sold 6,670 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $283K.
  • Columbia Research Enhanced Core ETF made up 1.65% of USAdvisors Wealth Management's portfolio in Q2 2026, its #19 holding.
  • USAdvisors Wealth Management first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 7 quarters since.
  • USAdvisors Wealth Management's Columbia Research Enhanced Core ETF position peaked at $5.91M in Q2 2025.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.