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Visionary Wealth Advisors’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Visionary Wealth Advisors’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 		$404K Buy
9,329
+760
+9% +$32.2K 0.02% 474
2026
Q1 		$334K Buy
8,569
+525
+7% +$21.3K 0.01% 504
2025
Q4 		$329K Buy
+8,044
New +$327K 0.01% 481

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

Visionary Wealth Advisors's RECS Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Columbia Research Enhanced Core ETF (RECS) stake by 8.9% in Q2 2026, buying an estimated $32.2K and bringing the position to 9,329 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #474.

Visionary Wealth Advisors first reported a position in RECS in Q4 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Visionary Wealth Advisors held 9,329 shares of Columbia Research Enhanced Core ETF worth $404K as of Q2 2026.
  • Visionary Wealth Advisors bought 760 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $32.2K.
  • Columbia Research Enhanced Core ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #474 holding.
  • Visionary Wealth Advisors first reported a position in Columbia Research Enhanced Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.