Envestnet Asset Management
CRUX

Envestnet Asset Management’s Columbia Core Bond ETF CRUX Stock Holding History

Envestnet Asset Management’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 		$293K Sell
9,765
-1,582
-14% -$47.4K ﹤0.01% 4444
2026
Q1 		$341K Buy
+11,347
New +$340K ﹤0.01% 4202

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

Envestnet Asset Management's CRUX Position: Q2 2026 in Review

Envestnet Asset Management reduced its Columbia Core Bond ETF (CRUX) stake by 14% in Q2 2026, selling an estimated $47.4K and leaving 9,765 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #4444.

Envestnet Asset Management first reported a position in CRUX in Q1 2026 and has held it in 2 quarters since. The position peaked at $341K in Q1 2026. 49 funds tracked by Wall St. Rank hold CRUX as of Q2 2026.

  • Envestnet Asset Management held 9,765 shares of Columbia Core Bond ETF worth $293K as of Q2 2026.
  • Envestnet Asset Management sold 1,582 Columbia Core Bond ETF shares in Q2 2026, an estimated $47.4K.
  • Columbia Core Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4444 holding.
  • Envestnet Asset Management first reported a position in Columbia Core Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Envestnet Asset Management's Columbia Core Bond ETF position peaked at $341K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Columbia Core Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.