VA
CLCG

Valmark Advisers’s Crossmark Large Cap Growth ETF CLCG Stock Holding History

Valmark Advisers’s Portfolio CLCG Stock Details CLCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$366K Buy
+12,645
New +$354K ﹤0.01% 571

Other funds holding CLCG

BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KFAS
Keating Financial Advisory Services Manhattan, Kansas $760M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valmark Advisers's CLCG Position: Q2 2026 in Review

Valmark Advisers opened a new position in Crossmark Large Cap Growth ETF (CLCG) in Q2 2026: 12,645 shares worth $366K. The stake represents ﹤0.01% of the portfolio and ranks #571 among its holdings.

10 funds tracked by Wall St. Rank hold CLCG as of Q2 2026.

  • Valmark Advisers held 12,645 shares of Crossmark Large Cap Growth ETF worth $366K as of Q2 2026.
  • Crossmark Large Cap Growth ETF was a new Valmark Advisers position in Q2 2026.
  • Crossmark Large Cap Growth ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #571 holding.
  • 10 funds tracked by Wall St. Rank held Crossmark Large Cap Growth ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.