AWA
CRUX

Amplius Wealth Advisors’s Columbia Core Bond ETF CRUX Stock Holding History

Amplius Wealth Advisors’s Portfolio CRUX Stock Details CRUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.9M Buy
+1,330,753
New +$39.9M 2.92% 10

Other funds holding CRUX

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
WMA
Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Amplius Wealth Advisors's CRUX Position: Q2 2026 in Review

Amplius Wealth Advisors opened a new position in Columbia Core Bond ETF (CRUX) in Q2 2026: 1,330,753 shares worth $39.9M. The stake represents 2.92% of the portfolio and ranks #10 among its holdings.

10 funds tracked by Wall St. Rank hold CRUX as of Q2 2026.

  • Amplius Wealth Advisors held 1,330,753 shares of Columbia Core Bond ETF worth $39.9M as of Q2 2026.
  • Columbia Core Bond ETF was a new Amplius Wealth Advisors position in Q2 2026.
  • Columbia Core Bond ETF made up 2.92% of Amplius Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • 10 funds tracked by Wall St. Rank held Columbia Core Bond ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.