IAA
CLCV

Independent Advisor Alliance’s Crossmark Large Cap Value ETF CLCV Stock Holding History

Independent Advisor Alliance’s Portfolio CLCV Stock Details CLCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$223K Buy
+7,466
New +$215K 0.01% 934

Other funds holding CLCV

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Advisor Alliance's CLCV Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in Crossmark Large Cap Value ETF (CLCV) in Q2 2026: 7,466 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #934 among its holdings.

10 funds tracked by Wall St. Rank hold CLCV as of Q2 2026.

  • Independent Advisor Alliance held 7,466 shares of Crossmark Large Cap Value ETF worth $223K as of Q2 2026.
  • Crossmark Large Cap Value ETF was a new Independent Advisor Alliance position in Q2 2026.
  • Crossmark Large Cap Value ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #934 holding.
  • 10 funds tracked by Wall St. Rank held Crossmark Large Cap Value ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.