Aspire Wealth Management Corp RECS β€” COLUMBIA ETF TR I

Ownership history in Aspire Wealth Management Corp  Β·  2 quarters on record

AI Ownership Summary

Aspire Wealth Management Corp reported COLUMBIA ETF TR I (RECS) in 2 quarterly 13F filings from 2024 Q2 through 2024 Q3. Peak portfolio weight reached 0.57% in 2024 Q3. The latest visible filing shows RECS at 0.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RECS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aspire Wealth Management Corp's position in COLUMBIA ETF TR I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

RECS was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aspire Wealth Management Corp held RECS β€” position size vs. price
% of Fund (quarterly)    RECS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED β€” β€” β€” 31,281 +14,279 +84.0% 0.57% $1.1M 2024-11-14 (Est.) $34.79
2024 Q2 INITIATED β€” β€” β€” 17,002 β€” β€” 0.31% $549K 2024-08-12 $31.02

FAQ About Aspire Wealth Management Corp and RECS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aspire Wealth Management Corp reported owning RECS?

Aspire Wealth Management Corp reported RECS across 2 quarterly 13F filings, from 2024 Q2 through 2024 Q3.

What was the largest reported RECS position in Aspire Wealth Management Corp's portfolio?

The largest reported portfolio weight for RECS was 0.57% in 2024 Q3.

What is the latest reported RECS position on this page?

The most recent filing on this page is 2024 Q3, when Aspire Wealth Management Corp reported 31,281 shares, equal to 0.57% of portfolio, with an estimated market value of $1.1M.

What does the chart on this RECS ownership page compare?

The chart compares Aspire Wealth Management Corp's quarterly RECS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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