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 $235M AUM 16.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WIA
Westbourne Investment Advisors Annapolis, Maryland $363M AUM 19.48% 1-Year Est. Return

Great Valley Advisor Group's CUSD Position: Q1 2026 in Review

Great Valley Advisor Group sold out of CrossingBridge Ultra-Short Duration ETF (CUSD) in Q1 2026, closing a stake of 44,855 shares — an estimated $852K sold.

Great Valley Advisor Group first reported a position in CUSD in Q1 2025 and held it in 4 quarters. The position peaked at $1.15M in Q2 2025. 11 funds tracked by Wall St. Rank hold CUSD as of Q1 2026.

  • Great Valley Advisor Group reported no remaining CrossingBridge Ultra-Short Duration ETF position as of Q1 2026 after selling out during the quarter.
  • Great Valley Advisor Group sold 44,855 CrossingBridge Ultra-Short Duration ETF shares in Q1 2026, an estimated $852K.
  • Great Valley Advisor Group first reported a position in CrossingBridge Ultra-Short Duration ETF in Q1 2025 and held it in 4 quarters.
  • Great Valley Advisor Group's CrossingBridge Ultra-Short Duration ETF position peaked at $1.15M in Q2 2025.
  • 11 funds tracked by Wall St. Rank held CrossingBridge Ultra-Short Duration ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.