Thrivent Financial for Lutherans
CUSD

Thrivent Financial for Lutherans’s CrossingBridge Ultra-Short Duration ETF CUSD Stock Holding History

Thrivent Financial for Lutherans’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
2023
Q1 		– Sell
-14,250
Closed -$298K – 2501
2022
Q4 		$298K Sell
14,250
-5,041
-26% -$104K ﹤0.01% 2260
2022
Q3 		$397K Buy
19,291
+2,627
+16% +$53.9K ﹤0.01% 2155
2022
Q2 		$341K Buy
+16,664
New +$342K ﹤0.01% 2226

Other funds holding CUSD

MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
RCM
Rain Capital Management Lake Oswego, Oregon $142M AUM 15.53% 1-Year Est. Return
CM
Cohanzick Management Pleasantville, New York $231K AUM 3.17% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Thrivent Financial for Lutherans's CUSD Position: Q1 2023 in Review

Thrivent Financial for Lutherans sold out of CrossingBridge Ultra-Short Duration ETF (CUSD) in Q1 2023, closing a stake of 14,250 shares — an estimated $298K sold.

Thrivent Financial for Lutherans first reported a position in CUSD in Q2 2022 and held it in 3 quarters. The position peaked at $397K in Q3 2022. 10 funds tracked by Wall St. Rank hold CUSD as of Q1 2023.

  • Thrivent Financial for Lutherans reported no remaining CrossingBridge Ultra-Short Duration ETF position as of Q1 2023 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 14,250 CrossingBridge Ultra-Short Duration ETF shares in Q1 2023, an estimated $298K.
  • Thrivent Financial for Lutherans first reported a position in CrossingBridge Ultra-Short Duration ETF in Q2 2022 and held it in 3 quarters.
  • Thrivent Financial for Lutherans's CrossingBridge Ultra-Short Duration ETF position peaked at $397K in Q3 2022.
  • 10 funds tracked by Wall St. Rank held CrossingBridge Ultra-Short Duration ETF as of Q1 2023.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2023, filed 17 May 2023.