RECS — COLUMBIA RESEARCH ENHANCED CORE ETF

Ownership history in Bogart Wealth, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Bogart Wealth, LLC reported a position in COLUMBIA RESEARCH ENHANCED CORE ETF (RECS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.67% (2025 Q4)
Avg. % of fund
1.39%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,241,186 +16,820 +0.8% 3.67% $91.5M $40.84
2025 Q3 ADDED 2,224,366 +2,027,908 +1032.2% 3.64% $89.8M $39.90
2025 Q2 ADDED 196,458 +14,261 +7.8% 0.31% $7.2M $36.38
2025 Q1 ADDED 182,197 +11,149 +6.5% 0.29% $6.1M $32.84
2024 Q4 ADDED 171,048 +63,689 +59.3% 0.28% $5.9M $34.23
2024 Q3 INITIATED 107,359 — — 0.17% $3.6M $33.18
% of Fund (quarterly)    RECS price (monthly, adj. close)

Other funds also holding RECS

As of 2025 Q4 — sorted by position size

Spectrum Wealth Advisory Group, LLC 3Y 12.25% Tower Wealth Partners, Inc. 3Y 11.2% Mason & Associates Inc 3Y 7.96% BlueStem Wealth Partners, LLC 6.07% Amplius Wealth Advisors, LLC 3Y 5.57% Retirement Management Systems Inc. 4.3% Scarborough Advisors, LLC 3Y 3.76% BYRNE FINANCIAL FREEDOM, LLC 3.74% Stratos Investment Management, LLC 3Y 3.4% ARQ WEALTH ADVISORS, LLC 3Y 3.14%
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