AWM
CUSD

AE Wealth Management’s CrossingBridge Ultra-Short Duration ETF CUSD Stock Holding History

AE Wealth Management’s Portfolio CUSD Stock Details CUSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-177
Closed -$3.79K – 2367
2025
Q2 		$3.79K Buy
+177
New +$3.74K ﹤0.01% 1987

Other funds holding CUSD

PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AE Wealth Management's CUSD Position: Q3 2025 in Review

AE Wealth Management sold out of CrossingBridge Ultra-Short Duration ETF (CUSD) in Q3 2025, closing a stake of 177 shares — an estimated $3.79K sold.

AE Wealth Management first reported a position in CUSD in Q2 2025 and held it in 1 quarter. The position peaked at $3.79K in Q2 2025. 13 funds tracked by Wall St. Rank hold CUSD as of Q3 2025.

  • AE Wealth Management reported no remaining CrossingBridge Ultra-Short Duration ETF position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 177 CrossingBridge Ultra-Short Duration ETF shares in Q3 2025, an estimated $3.79K.
  • AE Wealth Management first reported a position in CrossingBridge Ultra-Short Duration ETF in Q2 2025 and held it in 1 quarter.
  • AE Wealth Management's CrossingBridge Ultra-Short Duration ETF position peaked at $3.79K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held CrossingBridge Ultra-Short Duration ETF as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.