PSC
CRUX

Prentiss Smith & Co’s Columbia Core Bond ETF CRUX Stock Holding History

Prentiss Smith & Co’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 		$222K Hold
7,389
– – 0.12% 64
2026
Q1 		$222K Buy
+7,389
New +$221K 0.13% 63

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

Prentiss Smith & Co's CRUX Position: Q2 2026 in Review

Prentiss Smith & Co held its Columbia Core Bond ETF (CRUX) position steady in Q2 2026 at 7,389 shares worth $222K. The position accounts for 0.12% of the portfolio, ranked #64.

Prentiss Smith & Co first reported a position in CRUX in Q1 2026 and has held it in 2 quarters since. The position peaked at $222K in Q1 2026. 49 funds tracked by Wall St. Rank hold CRUX as of Q2 2026.

  • Prentiss Smith & Co held 7,389 shares of Columbia Core Bond ETF worth $222K as of Q2 2026.
  • Prentiss Smith & Co left its Columbia Core Bond ETF share count unchanged in Q2 2026.
  • Columbia Core Bond ETF made up 0.12% of Prentiss Smith & Co's portfolio in Q2 2026, its #64 holding.
  • Prentiss Smith & Co first reported a position in Columbia Core Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Prentiss Smith & Co's Columbia Core Bond ETF position peaked at $222K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Columbia Core Bond ETF as of Q2 2026.

Based on Prentiss Smith & Co's 13F filing for Q2 2026, filed 30 Jul 2026.