TFA
CLCG

TrustWell Financial Advisors’s Crossmark Large Cap Growth ETF CLCG Stock Holding History

TrustWell Financial Advisors’s Portfolio CLCG Stock Details CLCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-18,003
Closed -$439K – 82
2026
Q1 		$439K Buy
18,003
+740
+4% +$19.1K 0.41% 41
2025
Q4 		$466K Buy
+17,263
New +$466K 0.45% 38

Other funds holding CLCG

BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KFAS
Keating Financial Advisory Services Manhattan, Kansas $760M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TrustWell Financial Advisors's CLCG Position: Q2 2026 in Review

TrustWell Financial Advisors sold out of Crossmark Large Cap Growth ETF (CLCG) in Q2 2026, closing a stake of 18,003 shares — an estimated $439K sold.

TrustWell Financial Advisors first reported a position in CLCG in Q4 2025 and held it in 2 quarters. The position peaked at $466K in Q4 2025. 10 funds tracked by Wall St. Rank hold CLCG as of Q2 2026.

  • TrustWell Financial Advisors reported no remaining Crossmark Large Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • TrustWell Financial Advisors sold 18,003 Crossmark Large Cap Growth ETF shares in Q2 2026, an estimated $439K.
  • TrustWell Financial Advisors first reported a position in Crossmark Large Cap Growth ETF in Q4 2025 and held it in 2 quarters.
  • TrustWell Financial Advisors's Crossmark Large Cap Growth ETF position peaked at $466K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Crossmark Large Cap Growth ETF as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.