Keating Financial Advisory Services’s Crossmark Large Cap Growth ETF CLCG Stock Holding History

Keating Financial Advisory Services’s Portfolio CLCG Stock Details CLCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.1K	Buy	+762	New	+$21.3K	﹤0.01%	954

Other funds holding CLCG

BFS

Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

OWM

OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

PFG

PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Keating Financial Advisory Services's CLCG Position: Q2 2026 in Review

Keating Financial Advisory Services opened a new position in Crossmark Large Cap Growth ETF (CLCG) in Q2 2026: 762 shares worth $22.1K. The stake represents ﹤0.01% of the portfolio and ranks #954 among its holdings.

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

Keating Financial Advisory Services held 762 shares of Crossmark Large Cap Growth ETF worth $22.1K as of Q2 2026.
Crossmark Large Cap Growth ETF was a new Keating Financial Advisory Services position in Q2 2026.
Crossmark Large Cap Growth ETF made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #954 holding.
10 funds tracked by Wall St. Rank held Crossmark Large Cap Growth ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.