— Know what they know.
Not Investment Advice

REVS

Columbia Research Enhanced Value ETF
1W: -1.0% 1M: -3.2% 3M: +2.3% YTD: +15.8% 1Y: +20.4% 3Y: +72.8% 5Y: +77.3%
$32.99
+0.18 (+0.55%)
 
Weekly Expected Move ±1.3%
$32 $33 $33 $33 $34
ETF AMEX · AUM $337.5M
Key Statistics
AUM$337M
Holdings299
Top 10 Wt34.1%
Volume12,879
Avg Volume39,966
Beta0.75
Portfolio Fundamentals
P/E30.5
P/B10.2
Div Yield2.08%
ROE36.3%
% Profitable88%
Inception2019-09-25
Sector Allocation
Technology 23.6%
Financial Services 17.0%
Healthcare 12.9%
Consumer Cyclical 9.5%
Industrials 8.3%
Consumer Defensive 7.2%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 APPLE INC AAPL 8.70% $30.2M 91,607
2 MICROSOFT CORP MSFT 7.61% $26.4M 51,883
3 BANK OF AMERICA CORP BAC 3.42% $11.9M 215,939
4 CHEVRON CORP CVX 2.89% $10.0M 49,038
5 META PLATFORMS INC META 2.42% $8.4M 11,363
6 ALTRIA GROUP INC MO 2.28% $7.9M 115,228
7 CITIGROUP INC C 1.88% $6.5M 49,864
8 BRISTOL-MYERS SQUIBB CO BMY 1.75% $6.1M 96,774
9 CISCO SYSTEMS INC CSCO 1.60% $5.6M 51,978
10 CHARLES SCHWAB CORP/THE SCHW 1.57% $5.4M 54,815

Recent Holding Changes

Date Holding Change Details
2026-10-01 BLDR Changed 3856 → 3865
2026-10-01 SYF Changed 11636 → 11664
2026-10-01 CDW Changed 1680 → 1684
2026-10-01 INTU Changed 2569 → 2575
2026-10-01 DINO Changed 4030 → 4040

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms