EWA
CUSD

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

EP Wealth 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
2024
Q3 		– Sell
-11,100
Closed -$240K – 1203
2024
Q2 		$240K Hold
11,100
– – ﹤0.01% 711
2024
Q1 		$238K Hold
11,100
– – ﹤0.01% 694
2023
Q4 		$235K Hold
11,100
– – ﹤0.01% 678
2023
Q3 		$241K Sell
11,100
-8,700
-44% -$188K ﹤0.01% 614
2023
Q2 		$237K Buy
+19,800
New +$420K ﹤0.01% 617

Other funds holding CUSD

MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return