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BOLTON SECURITIES CORPORATION’s Columbia Research Enhanced Core ETF RECS Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$2.14M Buy
+54,897
New +$2.23M 0.1% 211
2025
Q3 		$1.59M Buy
+39,490
New +$1.52M 0.08% 285
2025
Q1 		$1.23M Buy
+36,965
New +$1.29M 0.07% 297

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Bogart Wealth LLC
Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's RECS Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Columbia Research Enhanced Core ETF (RECS) in Q1 2026: 54,897 shares worth $2.14M. The stake represents 0.1% of the portfolio and ranks #211 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in RECS as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in RECS in Q1 2025 and has held it in 3 quarters since. 178 funds tracked by Wall St. Rank hold RECS as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 54,897 shares of Columbia Research Enhanced Core ETF worth $2.14M as of Q1 2026.
  • Columbia Research Enhanced Core ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Columbia Research Enhanced Core ETF made up 0.1% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #211 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Columbia Research Enhanced Core ETF in Q1 2025 and has held it in 3 quarters since.
  • 178 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.