Y-Intercept (HK)’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Y-Intercept (HK)’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	$300K	Buy	+6,644	New	+$298K	0.01%	1400
2026 Q1	–	Sell	-24,073	Closed	-$983K	–	1967
2025 Q4	$983K	Buy	24,073 +4,503	+23%	+$183K	0.02%	986
2025 Q3	$790K	Sell	19,570 -3,279	-14%	-$126K	0.02%	1084
2025 Q2	$841K	Buy	+22,849	New	+$774K	0.02%	1013

Other funds holding RECS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Spectrum Wealth Advisory Group Granite Bay, California $354M AUM 15.64% 1-Year Est. Return

Three Cord True Wealth Management Beaver, Pennsylvania $214M AUM 14.18% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Y-Intercept (HK)'s RECS Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Columbia Research Enhanced Core ETF (RECS) in Q3 2026: 6,644 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #1400 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in RECS as recently as Q4 2025.

Y-Intercept (HK) first reported a position in RECS in Q2 2025 and has held it in 4 quarters since. The position peaked at $983K in Q4 2025. 116 funds tracked by Wall St. Rank hold RECS as of Q3 2026.

Y-Intercept (HK) held 6,644 shares of Columbia Research Enhanced Core ETF worth $300K as of Q3 2026.
Columbia Research Enhanced Core ETF was a new Y-Intercept (HK) position in Q3 2026.
Columbia Research Enhanced Core ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1400 holding.
Y-Intercept (HK) first reported a position in Columbia Research Enhanced Core ETF in Q2 2025 and has held it in 4 quarters since.
Y-Intercept (HK)'s Columbia Research Enhanced Core ETF position peaked at $983K in Q4 2025.
116 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.