Whitaker-Myers Wealth Managers’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Whitaker-Myers Wealth Managers’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	$11M	Buy	244,312 +7,856	+3%	+$352K	1.79%	19
2026 Q2	$10.2M	Buy	236,456 +26,002	+12%	+$1.1M	1.71%	18
2026 Q1	$8.2M	Buy	210,454 +28,114	+15%	+$1.14M	1.64%	18
2025 Q4	$7.45M	Buy	182,340 +42,086	+30%	+$1.71M	1.55%	18
2025 Q3	$5.66M	Buy	+140,254	New	+$5.41M	1.23%	18

Other funds holding RECS

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

HCA

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PIAS

PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Whitaker-Myers Wealth Managers's RECS Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its Columbia Research Enhanced Core ETF (RECS) stake by 3.3% in Q3 2026, buying an estimated $352K and bringing the position to 244,312 shares worth $11M. The position accounts for 1.79% of the portfolio, ranked #19.

Whitaker-Myers Wealth Managers first reported a position in RECS in Q3 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold RECS as of Q3 2026.

Whitaker-Myers Wealth Managers held 244,312 shares of Columbia Research Enhanced Core ETF worth $11M as of Q3 2026.
Whitaker-Myers Wealth Managers bought 7,856 Columbia Research Enhanced Core ETF shares in Q3 2026, an estimated $352K.
Columbia Research Enhanced Core ETF made up 1.79% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #19 holding.
Whitaker-Myers Wealth Managers first reported a position in Columbia Research Enhanced Core ETF in Q3 2025 and has held it in 5 quarters since.
14 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.