Private Advisor Group’s Crossmark Large Cap Value ETF CLCV Stock Holding History

Private Advisor Group’s Portfolio CLCV Stock Details CLCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$838K	Buy	+27,624	New	+$854K	﹤0.01%	1784

Other funds holding CLCV

OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return

TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return

Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

PAX Financial Group San Antonio, Texas $687M AUM 13.92% 1-Year Est. Return

Independent Advisor Alliance Charlotte, North Carolina $4.22B AUM 35.98% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Private Advisor Group's CLCV Position: Q3 2026 in Review

Private Advisor Group opened a new position in Crossmark Large Cap Value ETF (CLCV) in Q3 2026: 27,624 shares worth $838K. The stake represents ﹤0.01% of the portfolio and ranks #1784 among its holdings.

12 funds tracked by Wall St. Rank hold CLCV as of Q3 2026.

Private Advisor Group held 27,624 shares of Crossmark Large Cap Value ETF worth $838K as of Q3 2026.
Crossmark Large Cap Value ETF was a new Private Advisor Group position in Q3 2026.
Crossmark Large Cap Value ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #1784 holding.
12 funds tracked by Wall St. Rank held Crossmark Large Cap Value ETF as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.