Columbia Research Enhanced Core ETF

Columbia ETF Trust I · 1 share class

U.S. equity index ETF
One fund, 1 share class:RECS
$5.41B NAV
368 positions · as of 2026-04-30 · filed 2026-06-25

Fund classification

Classified from what the fund holds · as of 2026 Q2

Columbia Research Enhanced Core ETF is a U.S. equity index ETF that tracks the Beta Advantage Research Enhanced U.S. Equity Index. 20% of RECS’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 94% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Index (passive)
Fund type
ETF

Fund profile

As filed in the prospectus · 2026 Q1

Columbia Research Enhanced Core ETF (the Fund) seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage Research Enhanced U.S. Equity Index (the Index).

Strategy · summarised

The fund tracks the Beta Advantage Research Enhanced U.S. Equity Index, a rules-based subset of the Russell 1000 that applies quality, value, and catalyst screens to select approximately 325–400 holdings, rebalanced semi-annually. The fund invests in substantially all Index securities in the same proportions, though it may sample holdings or adjust weightings when replication is impracticable. Because the Index applies no sector constraints, the fund's sector exposure mirrors the Index's concentration, which as of October 2025 was heavily weighted to information technology.

Expenses
0.15%one share class
Share classExpense ratio
RECS0.15%

Portfolio turnover 32.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.95%
of net assets
Stocks99.94%
Cash & short-term0.01%
Derivatives0.00%

Look-through blends 3 underlying funds; 0.667% of NAV was not looked through and stays direct-classified.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology30.9%
Financials12.6%
Consumer Discretionary9.6%
Health Care9.1%
9 smaller37.7%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
20%of stock holdings in top-quartile growers
covering 94% of the fund’s equity
Earnings growth
21%of stock holdings in top-quartile growers
covering 87% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 3 new4 exited

New: Goldman Sachs Financial Square Funds - Treasury Instruments Fund, Versigent PLC, CONTRA HOLOGIC INCORPO

Exited: GOLDMAN FINL SQ TRSRY INST 506, Hologic Inc, Exact Sciences Corp, SM

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+29.88%
3-year
+77.22%
5-year
+90.96%
Volatility
11.93%
Worst 3-yr fall
-8.07%
Cumulative return· May 2023 – Apr 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA CorpNVDA9.06%$490.47M
Apple IncAAPL8.40%$454.84M
Microsoft CorpMSFT6.30%$341.36M
Alphabet IncGOOG3.44%$186.03M
Meta Platforms IncMETA2.42%$131.20M
The Procter & Gamble CoPG2.23%$120.52M
Alphabet IncGOOGL1.96%$106.23M
Exxon Mobil CorpXOM1.84%$99.93M
Wells Fargo & CoWFC1.66%$89.84M
Booking Holdings IncBKNG1.51%$81.57M
Showing 10 of 368Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 38.82% of net assets, top 25 54.28%, across 364 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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