Optivise Advisory Services »

Columbia Etf Tr I resh enhnc cor shares owned by Optivise Advisory Services

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

Historical chart of Optivise Advisory Services 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 Optivise Advisory Services 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 Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 34k 40.35

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Ishares U S Etf Tr Short Duration B (NEAR)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Simplify Exchange Traded Fun Managed Futures (CTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Optivise Advisory Services

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