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World Investment Advisors’s Columbia Research Enhanced Core ETF RECS Stock Holding History

World Investment Advisors’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 		$7.32M Buy
187,686
+21,321
+13% +$865K 0.12% 198
2025
Q4 		$6.79M Buy
166,365
+12,189
+8% +$496K 0.11% 216
2025
Q3 		$6.22M Buy
154,176
+2,082
+1% +$80.2K 0.13% 180
2025
Q2 		$5.6M Sell
152,094
-1,270
-0.8% -$43K 0.13% 182
2025
Q1 		$5.09M Buy
153,364
+5,671
+4% +$197K 0.13% 185
2024
Q4 		$5.11M Buy
147,693
+32,858
+29% +$1.15M 0.14% 168
2024
Q3 		$3.89M Buy
114,835
+77,066
+204% +$2.52M 0.12% 191
2024
Q2 		$1.22M Buy
+37,769
New +$1.17M 0.08% 243

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
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

World Investment Advisors's RECS Position: Q1 2026 in Review

World Investment Advisors increased its Columbia Research Enhanced Core ETF (RECS) stake by 13% in Q1 2026, buying an estimated $865K and bringing the position to 187,686 shares worth $7.32M. The position accounts for 0.12% of the portfolio, ranked #198.

World Investment Advisors first reported a position in RECS in Q2 2024 and has held it in 8 quarters since. 175 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

  • World Investment Advisors held 187,686 shares of Columbia Research Enhanced Core ETF worth $7.32M as of Q1 2026.
  • World Investment Advisors bought 21,321 Columbia Research Enhanced Core ETF shares in Q1 2026, an estimated $865K.
  • Columbia Research Enhanced Core ETF made up 0.12% of World Investment Advisors's portfolio in Q1 2026, its #198 holding.
  • World Investment Advisors first reported a position in Columbia Research Enhanced Core ETF in Q2 2024 and has held it in 8 quarters since.
  • 175 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.