Mark Sheptoff Financial Planning’s Columbia Core Bond ETF CRUX Stock Holding History

Mark Sheptoff Financial Planning’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	$25K	Buy	+835	New	+$25K	0.01%	258

Other funds holding CRUX

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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 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

Mark Sheptoff Financial Planning's CRUX Position: Q2 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Columbia Core Bond ETF (CRUX) in Q2 2026: 835 shares worth $25K. The stake represents 0.01% of the portfolio and ranks #258 among its holdings.

49 funds tracked by Wall St. Rank hold CRUX as of Q2 2026.

Mark Sheptoff Financial Planning held 835 shares of Columbia Core Bond ETF worth $25K as of Q2 2026.
Columbia Core Bond ETF was a new Mark Sheptoff Financial Planning position in Q2 2026.
Columbia Core Bond ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #258 holding.
49 funds tracked by Wall St. Rank held Columbia Core Bond ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.