UBS Group
CLCV icon

UBS Group’s Crossmark Large Cap Value ETF CLCV Stock Holding History

UBS Group’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
Q3 		$2.91K Sell
96
-58
-38% -$1.79K ﹤0.01% 9912
2026
Q2 		$4.61K Sell
154
-56
-27% -$1.62K ﹤0.01% 9025
2026
Q1 		$5.56K Buy
+210
New +$5.66K ﹤0.01% 8775

Other funds holding CLCV

OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
TrustWell Financial Advisors
TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return
Range Financial Group
Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
PAX Financial Group
PAX Financial Group San Antonio, Texas $687M AUM 13.92% 1-Year Est. Return
Independent Advisor Alliance
Independent Advisor Alliance Charlotte, North Carolina $4.22B AUM 35.98% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group's CLCV Position: Q3 2026 in Review

UBS Group reduced its Crossmark Large Cap Value ETF (CLCV) stake by 38% in Q3 2026, selling an estimated $1.79K and leaving 96 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #9912.

UBS Group first reported a position in CLCV in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.56K in Q1 2026. 12 funds tracked by Wall St. Rank hold CLCV as of Q3 2026.

  • UBS Group held 96 shares of Crossmark Large Cap Value ETF worth $2.91K as of Q3 2026.
  • UBS Group sold 58 Crossmark Large Cap Value ETF shares in Q3 2026, an estimated $1.79K.
  • Crossmark Large Cap Value ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #9912 holding.
  • UBS Group first reported a position in Crossmark Large Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • UBS Group's Crossmark Large Cap Value ETF position peaked at $5.56K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Crossmark Large Cap Value ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.