FWP
CUSD

FAS Wealth Partners’s CrossingBridge Ultra-Short Duration ETF CUSD Stock Holding History

FAS Wealth Partners’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
2026
Q1 		$211K Hold
10,771
– – 0.01% 334
2025
Q4 		$205K Buy
10,771
+1,292
+14% +$27.9K 0.01% 338
2025
Q3 		$206K Hold
9,479
– – 0.01% 311
2025
Q2 		$203K Buy
+9,479
New +$200K 0.02% 309
2023
Q4 		– Sell
-10,902
Closed -$237K – 443
2023
Q3 		$237K Sell
10,902
-641
-6% -$13.8K 0.03% 256
2023
Q2 		$247K Sell
11,543
-3,037
-21% -$64.4K 0.03% 232
2023
Q1 		$307K Sell
14,580
-37,593
-72% -$785K 0.03% 235
2022
Q4 		$1.08M Sell
52,173
-215,539
-81% -$4.46M 0.12% 136
2022
Q3 		$5.5M Buy
267,712
+285
+0.1% +$5.85K 0.61% 33
2022
Q2 		$5.48M Buy
267,427
+114,060
+74% +$2.34M 0.58% 34
2022
Q1 		$3.15M Buy
153,367
+36,595
+31% +$750K 0.3% 52
2021
Q4 		$2.39M Buy
+116,772
New +$2.38M 0.22% 71

Other funds holding CUSD

PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WIA
Westbourne Investment Advisors Annapolis, Maryland $343M AUM 20.91% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return