MCM
CUSD

Morton Capital Management’s CrossingBridge Ultra-Short Duration ETF CUSD Stock Holding History

Morton Capital Management’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
2025
Q1 		– Sell
-1,481,936
Closed -$30.6M – 115
2024
Q4 		$30.6M Sell
1,481,936
-178,926
-11% -$3.86M 5.77% 6
2024
Q3 		$35.8M Buy
1,660,862
+70,050
+4% +$1.52M 7.04% 6
2024
Q2 		$34.4M Buy
1,590,812
+57,312
+4% +$1.23M 8.18% 5
2024
Q1 		$32.8M Buy
1,533,500
+81,692
+6% +$1.74M 8.86% 4
2023
Q4 		$30.7M Buy
1,451,808
+41,338
+3% +$900K 9.13% 3
2023
Q3 		$30.6M Buy
1,410,470
+121,306
+9% +$2.62M 10.85% 3
2023
Q2 		$27.6M Buy
1,289,164
+153,749
+14% +$3.26M 9.42% 3
2023
Q1 		$23.9M Buy
1,135,415
+319,879
+39% +$6.68M 8.45% 3
2022
Q4 		$16.9M Buy
815,536
+345,027
+73% +$7.15M 6.58% 4
2022
Q3 		$9.67M Buy
470,509
+314,323
+201% +$6.45M 4.4% 6
2022
Q2 		$3.2M Buy
+156,186
New +$3.2M 1.39% 9

Other funds holding CUSD

PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.29% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Morton Capital Management's CUSD Position: Q1 2025 in Review

Morton Capital Management sold out of CrossingBridge Ultra-Short Duration ETF (CUSD) in Q1 2025, closing a stake of 1,481,936 shares — an estimated $30.6M sold.

Morton Capital Management first reported a position in CUSD in Q2 2022 and held it in 11 quarters. The position peaked at $35.8M in Q3 2024. 12 funds tracked by Wall St. Rank hold CUSD as of Q1 2025.

  • Morton Capital Management reported no remaining CrossingBridge Ultra-Short Duration ETF position as of Q1 2025 after selling out during the quarter.
  • Morton Capital Management sold 1,481,936 CrossingBridge Ultra-Short Duration ETF shares in Q1 2025, an estimated $30.6M.
  • Morton Capital Management first reported a position in CrossingBridge Ultra-Short Duration ETF in Q2 2022 and held it in 11 quarters.
  • Morton Capital Management's CrossingBridge Ultra-Short Duration ETF position peaked at $35.8M in Q3 2024.
  • 12 funds tracked by Wall St. Rank held CrossingBridge Ultra-Short Duration ETF as of Q1 2025.

Based on Morton Capital Management's 13F filing for Q1 2025, filed 17 Apr 2025.