LDFR
CUSD

Lehman & Derafelo Financial Resources’s CrossingBridge Ultra-Short Duration ETF CUSD Stock Holding History

Lehman & Derafelo Financial Resources’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
2022
Q4 		$230K Hold
11,100
– – 0.07% 100
2022
Q3 		$228K Sell
11,100
-10,000
-47% -$205K 0.07% 89
2022
Q2 		$432K Sell
21,100
-950
-4% -$19.5K 0.13% 63
2022
Q1 		$452K Buy
+22,050
New +$452K 0.13% 67

Other funds holding CUSD

MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
RCM
Rain Capital Management Lake Oswego, Oregon $142M AUM 15.53% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lehman & Derafelo Financial Resources's CUSD Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources held its CrossingBridge Ultra-Short Duration ETF (CUSD) position steady in Q4 2022 at 11,100 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #100.

Lehman & Derafelo Financial Resources first reported a position in CUSD in Q1 2022 and has held it in 4 quarters since. The position peaked at $452K in Q1 2022. 15 funds tracked by Wall St. Rank hold CUSD as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 11,100 shares of CrossingBridge Ultra-Short Duration ETF worth $230K as of Q4 2022.
  • Lehman & Derafelo Financial Resources left its CrossingBridge Ultra-Short Duration ETF share count unchanged in Q4 2022.
  • CrossingBridge Ultra-Short Duration ETF made up 0.07% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #100 holding.
  • Lehman & Derafelo Financial Resources first reported a position in CrossingBridge Ultra-Short Duration ETF in Q1 2022 and has held it in 4 quarters since.
  • Lehman & Derafelo Financial Resources's CrossingBridge Ultra-Short Duration ETF position peaked at $452K in Q1 2022.
  • 15 funds tracked by Wall St. Rank held CrossingBridge Ultra-Short Duration ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.