FZCM
CRUX

Flynn Zito Capital Management’s Columbia Core Bond ETF CRUX Stock Holding History

Flynn Zito Capital 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 		$10.1M Buy
337,697
+10,257
+3% +$307K 2.75% 11
2026
Q1 		$9.84M Buy
+327,440
New +$9.81M 3.14% 8

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Flynn Zito Capital Management's CRUX Position: Q2 2026 in Review

Flynn Zito Capital Management increased its Columbia Core Bond ETF (CRUX) stake by 3.1% in Q2 2026, buying an estimated $307K and bringing the position to 337,697 shares worth $10.1M. The position accounts for 2.75% of the portfolio, ranked #11.

Flynn Zito Capital Management first reported a position in CRUX in Q1 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold CRUX as of Q2 2026.

  • Flynn Zito Capital Management held 337,697 shares of Columbia Core Bond ETF worth $10.1M as of Q2 2026.
  • Flynn Zito Capital Management bought 10,257 Columbia Core Bond ETF shares in Q2 2026, an estimated $307K.
  • Columbia Core Bond ETF made up 2.75% of Flynn Zito Capital Management's portfolio in Q2 2026, its #11 holding.
  • Flynn Zito Capital Management first reported a position in Columbia Core Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held Columbia Core Bond ETF as of Q2 2026.

Based on Flynn Zito Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.