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Columbia Etf Tr I resh enhnc cor shares owned by Balance Wealth

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

Historical chart of Balance Wealth 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 Balance Wealth consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 38k 40.84
2025-09-30 $1.6M 39k 40.35
2025-06-30 $2.0M 55k 36.79
2025-03-31 $10M 302k 33.21

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Select Sector Spdr Tr State Street Hea (XLV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
2023 Etf Series Trust Brandes Internat (BINV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Balance Wealth

Top funds holding Columbia Etf Tr I resh enhnc cor

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

View all funds holding Columbia Etf Tr I resh enhnc cor