Axis Wealth Partners »

Columbia Etf Tr I resh enhnc cor shares owned by Axis Wealth Partners

Quarter-by-quarter ownership of Columbia Etf Tr I resh enhnc cor (RECS) shares owned by Axis Wealth Partners from 13F filings

Historical chart of Axis Wealth Partners investment in Columbia Etf Tr I resh enhnc cor

Tip: Access up to 7 years of quarterly data

All positions including Columbia Etf Tr I resh enhnc cor held by Axis Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Columbia Etf Tr I resh enhnc cor by Axis Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 37k 40.84
2025-09-30 $1.5M 37k 40.35
2025-06-30 $1.2M 33k 36.79
2025-03-31 $971k 29k 33.21
2024-12-31 $997k 29k 34.62

More positions owned by Axis Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Victory Portfolios Ii Core Intermediat (UITB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Victory Portfolios Ii Shares Free Cash (VFLO)

View all positions for Axis Wealth Partners

Top funds holding Columbia Etf Tr I resh enhnc cor

LPL Financial
Ameriprise Financial
Raymond James Financial
Commonwealth Equity Services
Advisor Group Holdings
Gradient Investments
Bogart Wealth
Wells Fargo & Company
Fundamentun
Amplius Wealth Advisors
Stratos Wealth Partners
BlueStem Wealth Partners
Cetera Investment Advisers
Mason & Associates
Drake & Associates

View all funds holding Columbia Etf Tr I resh enhnc cor