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 Q1	$5.56K	Buy	+210	New	+$5.66K	﹤0.01%	8775

Other funds holding CLCV

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

OWM

OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return

TFA

TrustWell Financial Advisors Jacksonville, Florida $118M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's CLCV Position: Q1 2026 in Review

UBS Group opened a new position in Crossmark Large Cap Value ETF (CLCV) in Q1 2026: 210 shares worth $5.56K. The stake represents ﹤0.01% of the portfolio and ranks #8775 among its holdings.

5 funds tracked by Wall St. Rank hold CLCV as of Q1 2026.

UBS Group held 210 shares of Crossmark Large Cap Value ETF worth $5.56K as of Q1 2026.
Crossmark Large Cap Value ETF was a new UBS Group position in Q1 2026.
Crossmark Large Cap Value ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8775 holding.
5 funds tracked by Wall St. Rank held Crossmark Large Cap Value ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.