Osaic Holdings
CRUX

Osaic Holdings’s Columbia Core Bond ETF CRUX Stock Holding History

Osaic Holdings’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 		$4.24M Sell
141,428
-18,853
-12% -$565K 0.01% 1661
2026
Q1 		$4.82M Buy
+160,281
New +$4.8M 0.01% 1393

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

Osaic Holdings's CRUX Position: Q2 2026 in Review

Osaic Holdings reduced its Columbia Core Bond ETF (CRUX) stake by 12% in Q2 2026, selling an estimated $565K and leaving 141,428 shares worth $4.24M. The position accounts for 0.01% of the portfolio, ranked #1661.

Osaic Holdings first reported a position in CRUX in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.82M in Q1 2026. 49 funds tracked by Wall St. Rank hold CRUX as of Q2 2026.

  • Osaic Holdings held 141,428 shares of Columbia Core Bond ETF worth $4.24M as of Q2 2026.
  • Osaic Holdings sold 18,853 Columbia Core Bond ETF shares in Q2 2026, an estimated $565K.
  • Columbia Core Bond ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1661 holding.
  • Osaic Holdings first reported a position in Columbia Core Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Osaic Holdings's Columbia Core Bond ETF position peaked at $4.82M in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Columbia Core Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.