GVAG
CUSD

Great Valley Advisor Group’s CrossingBridge Ultra-Short Duration ETF CUSD Stock Holding History

Great Valley Advisor Group’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 		– Sell
-44,855
Closed -$852K – 1039
2025
Q4 		$852K Sell
44,855
-6,094
-12% -$132K 0.02% 516
2025
Q3 		$1.1M Sell
50,949
-2,880
-5% -$61.9K 0.02% 456
2025
Q2 		$1.15M Buy
53,829
+21,538
+67% +$455K 0.03% 429
2025
Q1 		$677K Buy
+32,291
New +$672K 0.01% 522

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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 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