Valmark Advisers’s Crossmark Large Cap Value ETF CLCV Stock Holding History

Valmark Advisers’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	$368K	Buy	+12,297	New	+$355K	﹤0.01%	570

Other funds holding CLCV

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return

OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return

TrustWell Financial Advisors Jacksonville, Florida $118M AUM

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valmark Advisers's CLCV Position: Q2 2026 in Review

Valmark Advisers opened a new position in Crossmark Large Cap Value ETF (CLCV) in Q2 2026: 12,297 shares worth $368K. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings.

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

Valmark Advisers held 12,297 shares of Crossmark Large Cap Value ETF worth $368K as of Q2 2026.
Crossmark Large Cap Value ETF was a new Valmark Advisers position in Q2 2026.
Crossmark Large Cap Value ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #570 holding.
10 funds tracked by Wall St. Rank held Crossmark Large Cap Value ETF as of Q2 2026.

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