UBS Group’s CrossingBridge Ultra-Short Duration ETF CUSD Stock Holding History

UBS Group’s Portfolio CUSD Stock Details CUSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.58K	Sell	442 -113	-20%	-$2.19K	﹤0.01%	8663
2026 Q1	$10.9K	Buy	+555	New	+$10.7K	﹤0.01%	8341
2025 Q4	–	Sell	-15,869	Closed	-$344K	–	11118
2025 Q3	$344K	Sell	15,869 -14,388	-48%	-$309K	﹤0.01%	6351
2025 Q2	$648K	Sell	30,257 -27,471	-48%	-$580K	﹤0.01%	5797
2025 Q1	$1.21M	Buy	57,728 +15,106	+35%	+$315K	﹤0.01%	5120
2024 Q4	$881K	Buy	42,622 +39,783	+1,401%	+$859K	﹤0.01%	5409
2024 Q3	$61.1K	Buy	+2,839	New	+$61.7K	﹤0.01%	6688
2024 Q2	–	Sell	-15	Closed	-$321	–	10047
2024 Q1	$321	Sell	15 -6,781	-100%	-$144K	﹤0.01%	8626
2023 Q4	$144K	Buy	6,796 +6,772	+28,217%	+$147K	﹤0.01%	5972
2023 Q3	$521	Buy	+24	New	+$517	﹤0.01%	8447
2022 Q4	–	Sell	-678	Closed	-$14K	–	11117
2022 Q3	$14K	Buy	+678	New	+$13.9K	﹤0.01%	7929
2022 Q2	–	Sell	-610	Closed	-$13K	–	10897
2022 Q1	$13K	Buy	+610	New	+$12.5K	﹤0.01%	8074

Other funds holding CUSD

PRI

Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WIA

Westbourne Investment Advisors Annapolis, Maryland $363M AUM 19.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group's CUSD Position: Q2 2026 in Review

UBS Group reduced its CrossingBridge Ultra-Short Duration ETF (CUSD) stake by 20% in Q2 2026, selling an estimated $2.19K and leaving 442 shares worth $8.58K. The position accounts for ﹤0.01% of the portfolio, ranked #8663.

UBS Group first reported a position in CUSD in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.21M in Q1 2025. 9 funds tracked by Wall St. Rank hold CUSD as of Q2 2026.

UBS Group held 442 shares of CrossingBridge Ultra-Short Duration ETF worth $8.58K as of Q2 2026.
UBS Group sold 113 CrossingBridge Ultra-Short Duration ETF shares in Q2 2026, an estimated $2.19K.
CrossingBridge Ultra-Short Duration ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8663 holding.
UBS Group first reported a position in CrossingBridge Ultra-Short Duration ETF in Q1 2022 and has held it in 12 quarters since.
UBS Group's CrossingBridge Ultra-Short Duration ETF position peaked at $1.21M in Q1 2025.
9 funds tracked by Wall St. Rank held CrossingBridge Ultra-Short Duration ETF as of Q2 2026.

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