Wealth Enhancement Advisory Services’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Wealth Enhancement Advisory Services’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	$6.22M	Sell	139,883 -204,845	-59%	-$8.68M	0.01%	886
2026 Q1	$13.5M	Buy	344,728 +2,575	+0.8%	+$104K	0.03%	500
2025 Q4	$14.2M	Sell	342,153 -554	-0.2%	-$22.5K	0.02%	584
2025 Q3	$13.8M	Buy	342,707 +22,036	+7%	+$849K	0.02%	545
2025 Q2	$12M	Buy	320,671 +255,838	+395%	+$8.66M	0.02%	575
2025 Q1	$2.15M	Buy	64,833 +17,925	+38%	+$623K	﹤0.01%	1207
2024 Q4	$1.62M	Buy	+46,908	New	+$1.65M	﹤0.01%	1284

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

Wealth Enhancement Advisory Services's RECS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Columbia Research Enhanced Core ETF (RECS) stake by 59% in Q2 2026, selling an estimated $8.68M and leaving 139,883 shares worth $6.22M. The position accounts for 0.01% of the portfolio, ranked #886.

Wealth Enhancement Advisory Services first reported a position in RECS in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.2M in Q4 2025. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Wealth Enhancement Advisory Services held 139,883 shares of Columbia Research Enhanced Core ETF worth $6.22M as of Q2 2026.
Wealth Enhancement Advisory Services sold 204,845 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $8.68M.
Columbia Research Enhanced Core ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #886 holding.
Wealth Enhancement Advisory Services first reported a position in Columbia Research Enhanced Core ETF in Q4 2024 and has held it in 7 quarters since.
Wealth Enhancement Advisory Services's Columbia Research Enhanced Core ETF position peaked at $14.2M in Q4 2025.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.