Congress Wealth Management LLC / DE / »

Columbia Etf Tr I resh enhnc cor shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Columbia Etf Tr I resh enhnc cor (RECS) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / 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 Congress Wealth Management LLC / DE / 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 Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.7M 99k 36.79
2025-03-31 $3.0M 90k 33.21

More positions owned by Congress Wealth Management LLC / DE /

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Columbia Etf Tr I resh enhnc cor

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

View all funds holding Columbia Etf Tr I resh enhnc cor