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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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. 48 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.
48 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.