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Columbia Etf Tr I resh enhnc cor shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Columbia Etf Tr I resh enhnc cor

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All positions including Columbia Etf Tr I resh enhnc cor held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.2M 154k 40.35
2025-06-30 $5.6M 152k 36.79
2025-03-31 $5.1M 153k 33.21
2024-12-31 $5.1M 148k 34.62
2024-09-30 $3.9M 115k 33.91
2024-06-30 $1.2M 38k 32.27

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Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
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Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding Columbia Etf Tr I resh enhnc cor

LPL Financial
Ameriprise Financial
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Bogart Wealth
Gradient Investments
Fundamentun
Wells Fargo & Company
Stratos Wealth Partners
Amplius Wealth Advisors
Cetera Investment Advisers
Mason & Associates
Drake & Associates
Advisor Group Holdings
Daymark Wealth Partners

View all funds holding Columbia Etf Tr I resh enhnc cor