UBS Group
CLCV

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
Q2 		$4.61K Sell
154
-56
-27% -$1.61K ﹤0.01% 9025
2026
Q1 		$5.56K Buy
+210
New +$5.66K ﹤0.01% 8775

Other funds holding CLCV

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM
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's CLCV Position: Q2 2026 in Review

UBS Group reduced its Crossmark Large Cap Value ETF (CLCV) stake by 27% in Q2 2026, selling an estimated $1.61K and leaving 154 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #9025.

UBS Group first reported a position in CLCV in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.56K in Q1 2026. 10 funds tracked by Wall St. Rank hold CLCV as of Q2 2026.

  • UBS Group held 154 shares of Crossmark Large Cap Value ETF worth $4.61K as of Q2 2026.
  • UBS Group sold 56 Crossmark Large Cap Value ETF shares in Q2 2026, an estimated $1.61K.
  • Crossmark Large Cap Value ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9025 holding.
  • UBS Group first reported a position in Crossmark Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • UBS Group's Crossmark Large Cap Value ETF position peaked at $5.56K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Crossmark Large Cap Value ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.