Convergence Financial’s Columbia Core Bond ETF CRUX Stock Holding History

Convergence Financial’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 Q3	$15.2M	Buy	+533,046	New	+$15.7M	2.13%	12

Other funds holding CRUX

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Tassel Capital Management Matthews, North Carolina $202M AUM 9.17% 1-Year Est. Return

Symphony Financial Houston, Texas $1.12B AUM 22.7% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Prentiss Smith & Co Brattleboro, Vermont $177M AUM 17.01% 1-Year Est. Return

Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Convergence Financial's CRUX Position: Q3 2026 in Review

Convergence Financial opened a new position in Columbia Core Bond ETF (CRUX) in Q3 2026: 533,046 shares worth $15.2M. The stake represents 2.13% of the portfolio and ranks #12 among its holdings.

11 funds tracked by Wall St. Rank hold CRUX as of Q3 2026.

Convergence Financial held 533,046 shares of Columbia Core Bond ETF worth $15.2M as of Q3 2026.
Columbia Core Bond ETF was a new Convergence Financial position in Q3 2026.
Columbia Core Bond ETF made up 2.13% of Convergence Financial's portfolio in Q3 2026, its #12 holding.
11 funds tracked by Wall St. Rank held Columbia Core Bond ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.