NEPWA
CUSD

New England Private Wealth Advisors’s CrossingBridge Ultra-Short Duration ETF CUSD Stock Holding History

New England Private Wealth Advisors’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
2023
Q1 		– Sell
-107,005
Closed -$2.21M – 111
2022
Q4 		$2.21M Buy
+107,005
New +$2.22M 0.47% 42

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
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
RCM
Rain Capital Management Lake Oswego, Oregon $142M AUM 15.53% 1-Year Est. Return
CM
Cohanzick Management Pleasantville, New York $231K AUM 3.17% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

New England Private Wealth Advisors's CUSD Position: Q1 2023 in Review

New England Private Wealth Advisors sold out of CrossingBridge Ultra-Short Duration ETF (CUSD) in Q1 2023, closing a stake of 107,005 shares — an estimated $2.21M sold.

New England Private Wealth Advisors first reported a position in CUSD in Q4 2022 and held it in 1 quarter. The position peaked at $2.21M in Q4 2022. 10 funds tracked by Wall St. Rank hold CUSD as of Q1 2023.

  • New England Private Wealth Advisors reported no remaining CrossingBridge Ultra-Short Duration ETF position as of Q1 2023 after selling out during the quarter.
  • New England Private Wealth Advisors sold 107,005 CrossingBridge Ultra-Short Duration ETF shares in Q1 2023, an estimated $2.21M.
  • New England Private Wealth Advisors first reported a position in CrossingBridge Ultra-Short Duration ETF in Q4 2022 and held it in 1 quarter.
  • New England Private Wealth Advisors's CrossingBridge Ultra-Short Duration ETF position peaked at $2.21M in Q4 2022.
  • 10 funds tracked by Wall St. Rank held CrossingBridge Ultra-Short Duration ETF as of Q1 2023.

Based on New England Private Wealth Advisors's 13F filing for Q1 2023, filed 5 May 2023.