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 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

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

Whitaker-Myers Wealth Managers's RECS Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its Columbia Research Enhanced Core ETF (RECS) stake by 12% in Q2 2026, buying an estimated $1.1M and bringing the position to 236,456 shares worth $10.2M. The position accounts for 1.71% of the portfolio, ranked #18.

Whitaker-Myers Wealth Managers first reported a position in RECS in Q3 2025 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

Whitaker-Myers Wealth Managers held 236,456 shares of Columbia Research Enhanced Core ETF worth $10.2M as of Q2 2026.
Whitaker-Myers Wealth Managers bought 26,002 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $1.1M.
Columbia Research Enhanced Core ETF made up 1.71% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #18 holding.
Whitaker-Myers Wealth Managers first reported a position in Columbia Research Enhanced Core ETF in Q3 2025 and has held it in 4 quarters since.
186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.