TFA
CLCV

TrustWell Financial Advisors’s Crossmark Large Cap Value ETF CLCV Stock Holding History

TrustWell Financial Advisors’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
Q2 		$486K Sell
16,246
-1,161
-7% -$33.5K 0.41% 42
2026
Q1 		$461K Sell
17,407
-393
-2% -$10.6K 0.43% 35
2025
Q4 		$474K Buy
+17,800
New +$461K 0.46% 35

Other funds holding CLCV

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

TrustWell Financial Advisors reduced its Crossmark Large Cap Value ETF (CLCV) stake by 6.7% in Q2 2026, selling an estimated $33.5K and leaving 16,246 shares worth $486K. The position accounts for 0.41% of the portfolio, ranked #42.

TrustWell Financial Advisors first reported a position in CLCV in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold CLCV as of Q2 2026.

  • TrustWell Financial Advisors held 16,246 shares of Crossmark Large Cap Value ETF worth $486K as of Q2 2026.
  • TrustWell Financial Advisors sold 1,161 Crossmark Large Cap Value ETF shares in Q2 2026, an estimated $33.5K.
  • Crossmark Large Cap Value ETF made up 0.41% of TrustWell Financial Advisors's portfolio in Q2 2026, its #42 holding.
  • TrustWell Financial Advisors first reported a position in Crossmark Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Crossmark Large Cap Value ETF as of Q2 2026.

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