Daymark Wealth Partners’s Columbia Core Bond ETF CRUX Stock Holding History

Daymark Wealth Partners’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	$3.62M	Buy	+126,860	New	+$3.73M	0.08%	174

Other funds holding CRUX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

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

Flynn Zito Capital Management Garden City, New York $379M AUM 27.93% 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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Daymark Wealth Partners's CRUX Position: Q3 2026 in Review

Daymark Wealth Partners opened a new position in Columbia Core Bond ETF (CRUX) in Q3 2026: 126,860 shares worth $3.62M. The stake represents 0.08% of the portfolio and ranks #174 among its holdings.

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

Daymark Wealth Partners held 126,860 shares of Columbia Core Bond ETF worth $3.62M as of Q3 2026.
Columbia Core Bond ETF was a new Daymark Wealth Partners position in Q3 2026.
Columbia Core Bond ETF made up 0.08% of Daymark Wealth Partners's portfolio in Q3 2026, its #174 holding.
21 funds tracked by Wall St. Rank held Columbia Core Bond ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.