RECS — COLUMBIA ETF TR I

Ownership history in Optivise Advisory Services LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Optivise Advisory Services 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
0.82% (2025 Q3)
Avg. % of fund
0.82%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 34,158 — — 0.82% $1.4M $39.90
% 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%
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