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

Western 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	$5.99M	Buy	138,485 +1,679	+1%	+$71.1K	0.2%	105
2026 Q1	$5.33M	Buy	136,806 +2,868	+2%	+$116K	0.2%	100
2025 Q4	$5.47M	Buy	133,938 +12,796	+11%	+$521K	0.25%	72
2025 Q3	$4.89M	Buy	121,142 +10,968	+10%	+$423K	0.26%	77
2025 Q2	$4.05M	Buy	110,174 +3,230	+3%	+$109K	0.24%	87
2025 Q1	$3.55M	Buy	106,944 +9,405	+10%	+$327K	0.24%	87
2024 Q4	$3.38M	Buy	97,539 +34,987	+56%	+$1.23M	0.18%	112
2024 Q3	$2.12M	Buy	62,552 +34,933	+126%	+$1.14M	0.12%	179
2024 Q2	$891K	Buy	27,619 +3,100	+13%	+$96.2K	0.07%	249
2024 Q1	$760K	Buy	24,519 +7,493	+44%	+$219K	0.06%	270
2023 Q4	$472K	Sell	17,026 -189	-1%	-$4.94K	0.03%	434
2023 Q3	$433K	Buy	17,215 +500	+3%	+$13K	0.04%	420
2023 Q2	$432K	Buy	+16,715	New	+$412K	0.04%	412

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

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

Western Wealth Management increased its Columbia Research Enhanced Core ETF (RECS) stake by 1.2% in Q2 2026, buying an estimated $71.1K and bringing the position to 138,485 shares worth $5.99M. The position accounts for 0.2% of the portfolio, ranked #105.

Western Wealth Management first reported a position in RECS in Q2 2023 and has held it in 13 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Western Wealth Management held 138,485 shares of Columbia Research Enhanced Core ETF worth $5.99M as of Q2 2026.
Western Wealth Management bought 1,679 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $71.1K.
Columbia Research Enhanced Core ETF made up 0.2% of Western Wealth Management's portfolio in Q2 2026, its #105 holding.
Western Wealth Management first reported a position in Columbia Research Enhanced Core ETF in Q2 2023 and has held it in 13 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.