Prepared Retirement Institute’s CrossingBridge Ultra-Short Duration ETF CUSD Stock Holding History

Prepared Retirement Institute’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
2026 Q1	$1.79M	Sell	91,666 -29,181	-24%	-$562K	0.89%	19
2025 Q4	$2.3M	Sell	120,847 -29,526	-20%	-$638K	1.16%	18
2025 Q3	$3.26M	Sell	150,373 -102,055	-40%	-$2.19M	1.7%	15
2025 Q2	$5.41M	Sell	252,428 -87,475	-26%	-$1.85M	3.19%	12
2025 Q1	$7.12M	Sell	339,903 -177,501	-34%	-$3.7M	4.55%	6
2024 Q4	$10.7M	Buy	517,404 +32,743	+7%	+$707K	6.1%	6
2024 Q3	$10.4M	Buy	484,661 +579	+0.1%	+$12.6K	6.32%	6
2024 Q2	$10.5M	Buy	484,082 +2,504	+0.5%	+$53.9K	6.95%	5
2024 Q1	$10.3M	Buy	481,578 +45,061	+10%	+$960K	7.69%	5
2023 Q4	$9.24M	Buy	+436,517	New	+$9.51M	6.92%	5

Other funds holding CUSD

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WIA

Westbourne Investment Advisors Annapolis, Maryland $363M AUM 19.48% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Prepared Retirement Institute's CUSD Position: Q1 2026 in Review

Prepared Retirement Institute reduced its CrossingBridge Ultra-Short Duration ETF (CUSD) stake by 24% in Q1 2026, selling an estimated $562K and leaving 91,666 shares worth $1.79M. The position accounts for 0.89% of the portfolio, ranked #19.

Prepared Retirement Institute first reported a position in CUSD in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.7M in Q4 2024. 11 funds tracked by Wall St. Rank hold CUSD as of Q1 2026.

Prepared Retirement Institute held 91,666 shares of CrossingBridge Ultra-Short Duration ETF worth $1.79M as of Q1 2026.
Prepared Retirement Institute sold 29,181 CrossingBridge Ultra-Short Duration ETF shares in Q1 2026, an estimated $562K.
CrossingBridge Ultra-Short Duration ETF made up 0.89% of Prepared Retirement Institute's portfolio in Q1 2026, its #19 holding.
Prepared Retirement Institute first reported a position in CrossingBridge Ultra-Short Duration ETF in Q4 2023 and has held it in 10 quarters since.
Prepared Retirement Institute's CrossingBridge Ultra-Short Duration ETF position peaked at $10.7M in Q4 2024.
11 funds tracked by Wall St. Rank held CrossingBridge Ultra-Short Duration ETF as of Q1 2026.

Based on Prepared Retirement Institute's 13F filing for Q1 2026, filed 30 Apr 2026.