Retirement Planning Group (New York)’s Columbia Core Bond ETF CRUX Stock Holding History

Retirement Planning Group (New York)’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	$3.47M	Buy	+115,780	New	+$3.47M	1.89%	19

Other funds holding CRUX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Tassel Capital Management Matthews, North Carolina $214M AUM 16.99% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Retirement Planning Group (New York)'s CRUX Position: Q2 2026 in Review

Retirement Planning Group (New York) opened a new position in Columbia Core Bond ETF (CRUX) in Q2 2026: 115,780 shares worth $3.47M. The stake represents 1.89% of the portfolio and ranks #19 among its holdings.

31 funds tracked by Wall St. Rank hold CRUX as of Q2 2026.

Retirement Planning Group (New York) held 115,780 shares of Columbia Core Bond ETF worth $3.47M as of Q2 2026.
Columbia Core Bond ETF was a new Retirement Planning Group (New York) position in Q2 2026.
Columbia Core Bond ETF made up 1.89% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #19 holding.
31 funds tracked by Wall St. Rank held Columbia Core Bond ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.