UBS Group
CUSD

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
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 $202M AUM 12.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WIA
Westbourne Investment Advisors Annapolis, Maryland $343M AUM 20.91% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return