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

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

Historical chart of KWB 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 KWB 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 330k 36.79
2025-06-30 $7.8M 236k 33.21
2025-03-31 $5.2M 150k 34.62
2024-12-31 $1.4M 41k 33.91

More positions owned by KWB Wealth

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio Agrgte (SPAB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Capital Group Core Balanced SHS (CGBL)

View all positions for KWB Wealth

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