WealthCare Investment Partners’s Columbia Research Enhanced Core ETF RECS Stock Holding History

WealthCare Investment Partners’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 Q1	$6.84M	Buy	174,774 +114,276	+189%	+$4.63M	1.9%	12
2025 Q4	$2.48M	Buy	60,498 +13,112	+28%	+$534K	0.72%	41
2025 Q3	$1.92M	Buy	47,386 +23,608	+99%	+$910K	0.62%	47
2025 Q2	$889K	Buy	23,778 +3,183	+15%	+$108K	0.32%	75
2025 Q1	$626K	Buy	20,595 +7,012	+52%	+$244K	0.27%	75
2024 Q4	$471K	Buy	13,583 +1,028	+8%	+$36.1K	0.21%	96
2024 Q3	$423K	Buy	+12,555	New	+$411K	0.19%	99

Other funds holding RECS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

WealthCare Investment Partners's RECS Position: Q1 2026 in Review

WealthCare Investment Partners increased its Columbia Research Enhanced Core ETF (RECS) stake by 189% in Q1 2026, buying an estimated $4.63M and bringing the position to 174,774 shares worth $6.84M. The position accounts for 1.9% of the portfolio, ranked #12.

WealthCare Investment Partners first reported a position in RECS in Q3 2024 and has held it in 7 quarters since. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

WealthCare Investment Partners held 174,774 shares of Columbia Research Enhanced Core ETF worth $6.84M as of Q1 2026.
WealthCare Investment Partners bought 114,276 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $4.63M.
Columbia Research Enhanced Core ETF made up 1.9% of WealthCare Investment Partners's portfolio in Q1 2026, its #12 holding.
WealthCare Investment Partners first reported a position in Columbia Research Enhanced Core ETF in Q3 2024 and has held it in 7 quarters since.
175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.