KFI
CRUX

Key Financial Inc’s Columbia Core Bond ETF CRUX Stock Holding History

Key Financial Inc’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 		$36K Hold
1,202
– – 0.01% 603
2026
Q1 		$36.1K Buy
+1,202
New +$36K 0.01% 604

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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

Key Financial Inc's CRUX Position: Q2 2026 in Review

Key Financial Inc held its Columbia Core Bond ETF (CRUX) position steady in Q2 2026 at 1,202 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #603.

Key Financial Inc first reported a position in CRUX in Q1 2026 and has held it in 2 quarters since. The position peaked at $36.1K in Q1 2026. 49 funds tracked by Wall St. Rank hold CRUX as of Q2 2026.

  • Key Financial Inc held 1,202 shares of Columbia Core Bond ETF worth $36K as of Q2 2026.
  • Key Financial Inc left its Columbia Core Bond ETF share count unchanged in Q2 2026.
  • Columbia Core Bond ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #603 holding.
  • Key Financial Inc first reported a position in Columbia Core Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Key Financial Inc's Columbia Core Bond ETF position peaked at $36.1K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Columbia Core Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.