NA
CUSD

NewEdge Advisors’s CrossingBridge Ultra-Short Duration ETF CUSD Stock Holding History

NewEdge 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
2024
Q4 		– Sell
-24,377
Closed -$525K – 4018
2024
Q3 		$525K Sell
24,377
-984
-4% -$21.4K ﹤0.01% 1447
2024
Q2 		$549K Buy
25,361
+282
+1% +$6.08K ﹤0.01% 1359
2024
Q1 		$537K Buy
+25,079
New +$534K ﹤0.01% 1308

Other funds holding CUSD

MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors's CUSD Position: Q4 2024 in Review

NewEdge Advisors sold out of CrossingBridge Ultra-Short Duration ETF (CUSD) in Q4 2024, closing a stake of 24,377 shares — an estimated $525K sold.

NewEdge Advisors first reported a position in CUSD in Q1 2024 and held it in 3 quarters. The position peaked at $549K in Q2 2024. 12 funds tracked by Wall St. Rank hold CUSD as of Q4 2024.

  • NewEdge Advisors reported no remaining CrossingBridge Ultra-Short Duration ETF position as of Q4 2024 after selling out during the quarter.
  • NewEdge Advisors sold 24,377 CrossingBridge Ultra-Short Duration ETF shares in Q4 2024, an estimated $525K.
  • NewEdge Advisors first reported a position in CrossingBridge Ultra-Short Duration ETF in Q1 2024 and held it in 3 quarters.
  • NewEdge Advisors's CrossingBridge Ultra-Short Duration ETF position peaked at $549K in Q2 2024.
  • 12 funds tracked by Wall St. Rank held CrossingBridge Ultra-Short Duration ETF as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.