CA
CUSD

Crossingbridge Advisors’s CrossingBridge Ultra-Short Duration ETF CUSD Stock Holding History

Crossingbridge Advisors’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
-49,416
Closed -$1.06M – 88
2025
Q2 		$1.06M Buy
49,416
+32,750
+197% +$692K 0.93% 34
2025
Q1 		$346K Buy
+16,666
New +$347K 0.18% 55

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

Crossingbridge Advisors's CUSD Position: Q3 2025 in Review

Crossingbridge Advisors sold out of CrossingBridge Ultra-Short Duration ETF (CUSD) in Q3 2025, closing a stake of 49,416 shares — an estimated $1.06M sold.

Crossingbridge Advisors first reported a position in CUSD in Q1 2025 and held it in 2 quarters. The position peaked at $1.06M in Q2 2025. 13 funds tracked by Wall St. Rank hold CUSD as of Q3 2025.

  • Crossingbridge Advisors reported no remaining CrossingBridge Ultra-Short Duration ETF position as of Q3 2025 after selling out during the quarter.
  • Crossingbridge Advisors sold 49,416 CrossingBridge Ultra-Short Duration ETF shares in Q3 2025, an estimated $1.06M.
  • Crossingbridge Advisors first reported a position in CrossingBridge Ultra-Short Duration ETF in Q1 2025 and held it in 2 quarters.
  • Crossingbridge Advisors's CrossingBridge Ultra-Short Duration ETF position peaked at $1.06M in Q2 2025.
  • 13 funds tracked by Wall St. Rank held CrossingBridge Ultra-Short Duration ETF as of Q3 2025.

Based on Crossingbridge Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.