RECS — COLUMBIA ETF TR I

Ownership history in RDA Financial Network  ·  5 quarters on record

This page tracks every 13F SEC filing in which RDA Financial Network 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
1.05% (2025 Q2)
Avg. % of fund
1.01%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 102,434 +109 +0.1% 1.01% $4.2M $40.84
2025 Q3 REDUCED 102,325 -3,210 -3.0% 1.02% $4.1M $39.90
2025 Q2 ADDED 105,535 +6,354 +6.4% 1.05% $3.9M $36.38
2025 Q1 ADDED 99,181 +224 +0.2% 0.98% $3.3M $32.84
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% 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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