MWM
CRUX

Modern Wealth Management’s Columbia Core Bond ETF CRUX Stock Holding History

Modern Wealth Management’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 		$293K Buy
9,758
+103
+1% +$3.08K ﹤0.01% 894
2026
Q1 		$290K Buy
+9,655
New +$289K 0.01% 726

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

Modern Wealth Management's CRUX Position: Q2 2026 in Review

Modern Wealth Management increased its Columbia Core Bond ETF (CRUX) stake by 1.1% in Q2 2026, buying an estimated $3.08K and bringing the position to 9,758 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Modern Wealth Management first reported a position in CRUX in Q1 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold CRUX as of Q2 2026.

  • Modern Wealth Management held 9,758 shares of Columbia Core Bond ETF worth $293K as of Q2 2026.
  • Modern Wealth Management bought 103 Columbia Core Bond ETF shares in Q2 2026, an estimated $3.08K.
  • Columbia Core Bond ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #894 holding.
  • Modern Wealth Management first reported a position in Columbia Core Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held Columbia Core Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.