JWCA
CRUX

J.W. Cole Advisors’s Columbia Core Bond ETF CRUX Stock Holding History

J.W. Cole Advisors’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 		$12.8M Sell
428,096
-35,735
-8% -$1.07M 0.22% 99
2026
Q1 		$13.9M Buy
+463,831
New +$13.9M 0.47% 39

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
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

J.W. Cole Advisors's CRUX Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Columbia Core Bond ETF (CRUX) stake by 7.7% in Q2 2026, selling an estimated $1.07M and leaving 428,096 shares worth $12.8M. The position accounts for 0.22% of the portfolio, ranked #99.

J.W. Cole Advisors first reported a position in CRUX in Q1 2026 and has held it in 2 quarters since. The position peaked at $13.9M in Q1 2026. 49 funds tracked by Wall St. Rank hold CRUX as of Q2 2026.

  • J.W. Cole Advisors held 428,096 shares of Columbia Core Bond ETF worth $12.8M as of Q2 2026.
  • J.W. Cole Advisors sold 35,735 Columbia Core Bond ETF shares in Q2 2026, an estimated $1.07M.
  • Columbia Core Bond ETF made up 0.22% of J.W. Cole Advisors's portfolio in Q2 2026, its #99 holding.
  • J.W. Cole Advisors first reported a position in Columbia Core Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • J.W. Cole Advisors's Columbia Core Bond ETF position peaked at $13.9M in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Columbia Core Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.