RECI and CDPI enhance firm’s equity income offerings as ETF platform surpasses $12 billion¹ in assets

Columbia Threadneedle Investments today announced the launch of two new actively managed exchange traded funds (ETFs) that seek high income while maintaining equity market exposure with a lower volatility profile. The new funds, the Columbia Research Enhanced Core Premium Income ETF (NYSE:RECI) and the Columbia High Dividend Premium Income ETF (NYSE:CDPI), expand Columbia Threadneedle’s robust suite of equity income solutions and are the firm’s first offerings in the fast-growing derivative income ETF category.

Both ETFs seek to generate monthly income through option premiums and stock dividends, while also pursuing capital appreciation. By combining actively managed equity portfolios with dynamically managed option overlays, the funds aim to provide high income with reduced volatility compared to traditional equity exposures.

"RECI and CDPI expand the breadth of our ETF range and give investors additional ways to access our expertise in equity income strategies," said Marc Zeitoun, Head of North America Product at Columbia Threadneedle Investments. "Crossing the $12 billion AUM threshold reflects the confidence financial advisors and investors have in our ability to deliver differentiated solutions built on research and active expertise that are designed to meet a range of investor needs."

Columbia Threadneedle brings deep and longstanding experience in equity income investing, with a broad platform that spans systematic and fundamental approaches across vehicles. The firm manages more than $85 billion² in equity income assets across a wide range of strategies for U.S. investors, including established offerings such as the Columbia U.S. Equity Income ETF (EQIN) and the Columbia International Equity Income ETF (INEQ), as well as actively managed dividend and enhanced income portfolios delivered through mutual funds, SMAs, and ETFs. This depth of experience underpins the launch of RECI and CDPI and reinforces the firm’s ability to thoughtfully expand into derivative income strategies while remaining grounded in disciplined portfolio construction and risk management.

About the funds:

Columbia Research Enhanced Core Premium Income ETF (RECI) is designed to provide high income with a secondary objective of capital appreciation by combining exposure to U.S. large- and mid-cap equities with an actively managed options strategy.
Columbia High Dividend Premium Income ETF (CDPI) is designed to provide high income with a secondary objective of capital appreciation by investing primarily in dividend paying equities alongside an actively managed options strategy.

Fund Name

Ticker

Fee

Strategy Type

Benchmark

Portfolio Managers

Columbia Research

Enhanced Core

Premium Income

ETF

RECI

0.30% (gross and

net)

Equity

(Actively managed)

Russell 1000

Index

Brian Virginia

Corey Lorenzen

Christopher Lo

Henry Hom

Jason Wang

Columbia High

Dividend Premium

Income ETF

CDPI

0.45% (gross and

net)

Equity

(Actively managed)

Russell 1000

Value Index

Brian Virginia

Corey Lorenzen

Grace Lee

David King

Yan Jin

Brian Virginia, Senior Portfolio Manager and Head of Insurance Investments said: "These strategies are designed to meet investors need for income solutions that can serve as diversified equity income allocations or potential complements to traditional fixed income. Our team’s ability to actively manage both the underlying portfolios and the options overlays is critical to generating consistent income across varying market conditions."

Each fund is managed by a seasoned, cross‑disciplinary team that pairs long‑tenured derivatives and options specialists with experienced equity and ETF portfolio managers. The options overlays for both RECI and CDPI are managed by Brian Virginia and Corey Lorenzen, who bring decades¹ of experience overseeing options‑based and multi‑asset strategies at Columbia Threadneedle. The underlying equity portfolio for RECI is managed by Christopher Lo, Henry Hom, and Jason Wang, leveraging the firm’s Research Enhanced equity framework, while CDPI’s underlying portfolio is managed by the Dividend Opportunity team of Grace Lee, David King, and Yan Jin, drawing on their deep expertise in dividend‑oriented equity investing. Together, this integrated structure supports active, coordinated management of both the equity portfolios and the options overlays, seeking consistent income generation while maintaining disciplined exposure to equity markets.

RECI and CDPI further strengthen Columbia Threadneedle’s growing lineup of actively managed ETFs, which span equity, income‑oriented equity, thematic, and fixed income strategies. The firm’s ETF platform has grown steadily as investors have increasingly sought transparent, efficient vehicles that deliver active insights and outcome‑focused solutions. These launches come at a pivotal moment for the firm, as Columbia Threadneedle’s ETF business surpasses $12 billion in assets under management, highlighting growing investor demand for its active ETF capabilities and affirming the scale and credibility of the platform.

About Columbia Threadneedle Investments

Columbia Threadneedle Investments is a leading global asset manager that provides a broad range of investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,200 people, including over 550 investment professionals based in North America, Europe and Asia, we manage and advise $706 billion of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.²

Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE:AMP). For more information, please visit columbiathreadneedleus.com.

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.

¹As of May 31, 2026

²As of March 31, 2026

May contain a return of capital.

Diversification does not eliminate risk.

ETF shares are bought and sold at market price (not NAV) and are not individually redeemable. Investors buy and sell shares on a secondary market. Shares may trade at a premium or discount to the NAV. Only market makers or "authorized participants" may trade directly with the Fund(s), typically in blocks of 50,000 shares.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a free prospectus or a summary prospectus, which contains this and other important information about the funds, visit www.columbiathreadneedleus.com. Read the prospectus carefully before investing.

Total Returns (Net Asset Value) are calculated using the daily 4:00 pm ET net asset value (NAV). Through July 31, 2020, Market Price returns are based on the midpoint of the bid/ask spread for fund shares at market close (typically 4:00 pm ET). Beginning with August 31, 2020 month-end performance, Market Price returns are based on closing prices reported by the fund's primary listing exchange (typically 4:00 pm ET close). Performance results shown reflect expense reimbursements (if any), without which the results would have been lower.

Columbia High Dividend Premium Income ETF risks

Market risk may affect a single issuer, sector of the economy, industry or the market as a whole. Due to its active management, the Fund could underperform its benchmark index and/or other funds with similar investment objectives and/or strategies. The Fund normally expects to receive income which may include options premium income, interest, dividends and/or capital gains, depending upon its investments.

The changing distribution amounts paid by the Fund will vary and generally depend on the amount of income the Fund earns (less expenses) on its portfolio holdings and options strategies, and capital gains or losses it recognizes. A decline in the Fund’s income or net capital gains arising from its investments may reduce its distribution level. Investing in derivatives involves special risks that may subject the fund to losses.

This product is new with a limited operating history.

Columbia Research Enhanced Core Premium Income ETF

Market risk may affect a single issuer, sector of the economy, industry or the market as a whole. Due to its active management, the Fund could underperform its benchmark index and/or other funds with similar investment objectives and/or strategies. Investing in derivatives involves special risks that subject the fund to losses.

The Fund normally expects to receive income which may include options premium income, interest, dividends and/or capital gains, depending upon its investments. The changing distribution amounts paid by the Fund will vary and generally depend on the amount of income the Fund earns (less expenses) on its portfolio holdings and options strategies, and capital gains or losses it recognizes. A decline in the Fund’s income or net capital gains arising from its investments may reduce its distribution level.

This product is new with a limited operating history.

Columbia Management Investment Advisers, LLC serves as the investment manager to the ETFs. ALPS Distributors, Inc. (Member FINRA) is the distributor for Columbia Threadneedle Investments ETFs. Columbia Management Investment Distributors, Inc., (Member FINRA) is a marketing agent for the ETFs. ALPS Distributors, Inc. is not affiliated with Columbia Threadneedle Investments.

AdTrax: CTNA8977083.1-

ALPS: CET002899

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Meghan Shields

Meghan.Shields@columbiathreadneedle.com

617.451.0739