RECS — COLUMBIA ETF TR I

Ownership history in DAYMARK WEALTH PARTNERS, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which DAYMARK WEALTH PARTNERS, LLC reported a position in COLUMBIA ETF TR I (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
1.16% (2025 Q4)
Avg. % of fund
1.03%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 887,613 +125,673 +16.5% 1.16% $36.3M $40.84
2025 Q3 ADDED 761,940 +41,423 +5.7% 1.04% $30.7M $39.90
2025 Q2 ADDED 720,517 +89,024 +14.1% 1.01% $26.5M $36.38
2025 Q1 INITIATED 631,493 — — 0.90% $21.0M $32.84
% 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% Bogart Wealth, LLC 3Y 7Y 3.67% Stratos Investment Management, LLC 3Y 3.4%
← Back to DAYMARK WEALTH PARTNERS, LLC Holdings