— Know what they know.
Not Investment Advice

REVS

Columbia Research Enhanced Value ETF
1W: +0.4% 1M: +5.3% 3M: +4.1% YTD: +21.3% 1Y: +24.8% 3Y: +85.8% 5Y: +81.3%
Error: Binder Error: Contents of view were altered: types don't match! Expected [VARCHAR, VARCHAR, VARCHAR, DOUBLE, DOUBLE, DOUBLE, BIGINT, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, VARCHAR], but found [VARCHAR, VARCHAR, VARCHAR, DOUBLE, DOUBLE, DOUBLE, BIGINT, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, BIGINT, VARCHAR] instead
ETF AMEX · AUM $400.8M
Key Statistics
AUM$401M
Holdings298
Top 10 Wt33.5%
Volume55,846
Avg Volume43,806
Beta0.77
Portfolio Fundamentals
P/E30.4
P/B10.3
Div Yield1.99%
ROE37.2%
% Profitable88%
Inception2019-09-25
Sector Allocation
Technology 24.1%
Financial Services 16.3%
Healthcare 13.1%
Consumer Cyclical 9.5%
Industrials 8.2%
Consumer Defensive 7.3%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 APPLE INC AAPL 8.85% $35.0M 100,721
2 MICROSOFT CORP MSFT 7.67% $30.3M 57,049
3 CHEVRON CORP CVX 3.11% $12.3M 53,910
4 BANK OF AMERICA CORP BAC 3.04% $12.0M 237,443
5 ALTRIA GROUP INC MO 2.36% $9.3M 126,694
6 META PLATFORMS INC META 1.96% $7.8M 12,497
7 CITIGROUP INC C 1.70% $6.7M 54,820
8 BRISTOL-MYERS SQUIBB CO BMY 1.66% $6.6M 106,434
9 CISCO SYSTEMS INC CSCO 1.61% $6.4M 57,144
10 TJX COS INC/THE TJX 1.52% $6.0M 42,793

Recent Holding Changes

Date Holding Change Details
2026-10-29 W Changed 6804 → 6849
2026-10-29 RGA Changed 2605 → 2623
2026-10-29 NEU Changed 262 → 265
2026-10-29 FOX Changed 4081 → 4108
2026-10-29 ALLY Changed 9634 → 9697

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