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Symphony Financial’s Columbia Core Bond ETF CRUX Stock Holding History

Symphony Financial’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 		$4.67M Buy
+155,339
New +$4.65M 0.51% 48

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

Symphony Financial's CRUX Position: Q2 2026 in Review

Symphony Financial opened a new position in Columbia Core Bond ETF (CRUX) in Q2 2026: 155,339 shares worth $4.67M. The stake represents 0.51% of the portfolio and ranks #48 among its holdings.

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

  • Symphony Financial held 155,339 shares of Columbia Core Bond ETF worth $4.67M as of Q2 2026.
  • Columbia Core Bond ETF was a new Symphony Financial position in Q2 2026.
  • Columbia Core Bond ETF made up 0.51% of Symphony Financial's portfolio in Q2 2026, its #48 holding.
  • 48 funds tracked by Wall St. Rank held Columbia Core Bond ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.