AssetMark Inc
CRUX

AssetMark Inc’s Columbia Core Bond ETF CRUX Stock Holding History

AssetMark Inc’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 		– Sell
-244
Closed -$7.33K – 3696
2026
Q1 		$7.33K Buy
+244
New +$7.31K ﹤0.01% 2424

Other funds holding CRUX

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCM
Tassel Capital Management Matthews, North Carolina $214M AUM 16.99% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

AssetMark Inc's CRUX Position: Q2 2026 in Review

AssetMark Inc sold out of Columbia Core Bond ETF (CRUX) in Q2 2026, closing a stake of 244 shares — an estimated $7.33K sold.

AssetMark Inc first reported a position in CRUX in Q1 2026 and held it in 1 quarter. The position peaked at $7.33K in Q1 2026. 49 funds tracked by Wall St. Rank hold CRUX as of Q2 2026.

  • AssetMark Inc reported no remaining Columbia Core Bond ETF position as of Q2 2026 after selling out during the quarter.
  • AssetMark Inc sold 244 Columbia Core Bond ETF shares in Q2 2026, an estimated $7.33K.
  • AssetMark Inc first reported a position in Columbia Core Bond ETF in Q1 2026 and held it in 1 quarter.
  • AssetMark Inc's Columbia Core Bond ETF position peaked at $7.33K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Columbia Core Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.