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Columbia Etf Tr I resh enhnc cor shares owned by Iams Wealth Management

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

Historical chart of Iams Wealth Management 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 Iams Wealth Management 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 Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $240k 5.9k 40.35

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange-traded Growth Strength (FTGS)
First Tr Exchange Traded Nasd Tech Div (TDIV)
United Parcel Service CL B (UPS)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
First Tr Exchange-traded Core Investment (FTCB)
Procter & Gamble Company (PG)

View all positions for Iams Wealth Management

Top funds holding Columbia Etf Tr I resh enhnc cor

LPL Financial
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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