Medallion Wealth Advisors’s Columbia Core Bond ETF CRUX Stock Holding History

Medallion Wealth 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 Q1	$2.22K	Buy	+74	New	+$2.22K	﹤0.01%	990

Other funds holding CRUX

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

TCM

Tassel Capital Management Matthews, North Carolina $184M AUM 17.12% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Medallion Wealth Advisors's CRUX Position: Q1 2026 in Review

Medallion Wealth Advisors opened a new position in Columbia Core Bond ETF (CRUX) in Q1 2026: 74 shares worth $2.22K. The stake represents ﹤0.01% of the portfolio and ranks #990 among its holdings.

32 funds tracked by Wall St. Rank hold CRUX as of Q1 2026.

Medallion Wealth Advisors held 74 shares of Columbia Core Bond ETF worth $2.22K as of Q1 2026.
Columbia Core Bond ETF was a new Medallion Wealth Advisors position in Q1 2026.
Columbia Core Bond ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #990 holding.
32 funds tracked by Wall St. Rank held Columbia Core Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.