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 Q3	$5.88M	Sell	130,298 -2,771	-2%	-$124K	1.67%	18
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Spectrum Wealth Advisory Group Granite Bay, California $354M AUM 15.64% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

USAdvisors Wealth Management's RECS Position: Q3 2026 in Review

USAdvisors Wealth Management reduced its Columbia Research Enhanced Core ETF (RECS) stake by 2.1% in Q3 2026, selling an estimated $124K and leaving 130,298 shares worth $5.88M. The position accounts for 1.67% of the portfolio, ranked #18.

USAdvisors Wealth Management first reported a position in RECS in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.91M in Q2 2025. 70 funds tracked by Wall St. Rank hold RECS as of Q3 2026.

USAdvisors Wealth Management held 130,298 shares of Columbia Research Enhanced Core ETF worth $5.88M as of Q3 2026.
USAdvisors Wealth Management sold 2,771 Columbia Research Enhanced Core ETF shares in Q3 2026, an estimated $124K.
Columbia Research Enhanced Core ETF made up 1.67% of USAdvisors Wealth Management's portfolio in Q3 2026, its #18 holding.
USAdvisors Wealth Management first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 8 quarters since.
USAdvisors Wealth Management's Columbia Research Enhanced Core ETF position peaked at $5.91M in Q2 2025.
70 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.