PVI
CRUX

Pine Valley Investments’s Columbia Core Bond ETF CRUX Stock Holding History

Pine Valley Investments’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 		$29.3M Buy
978,219
+531,709
+119% +$15.9M 1.16% 18
2026
Q1 		$13.4M Buy
+446,510
New +$13.4M 0.62% 38

Other funds holding CRUX

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
WMA
Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Pine Valley Investments's CRUX Position: Q2 2026 in Review

Pine Valley Investments increased its Columbia Core Bond ETF (CRUX) stake by 119% in Q2 2026, buying an estimated $15.9M and bringing the position to 978,219 shares worth $29.3M. The position accounts for 1.16% of the portfolio, ranked #18.

Pine Valley Investments first reported a position in CRUX in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold CRUX as of Q2 2026.

  • Pine Valley Investments held 978,219 shares of Columbia Core Bond ETF worth $29.3M as of Q2 2026.
  • Pine Valley Investments bought 531,709 Columbia Core Bond ETF shares in Q2 2026, an estimated $15.9M.
  • Columbia Core Bond ETF made up 1.16% of Pine Valley Investments's portfolio in Q2 2026, its #18 holding.
  • Pine Valley Investments first reported a position in Columbia Core Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Columbia Core Bond ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.