Westmount Partners’s CrossingBridge Ultra-Short Duration ETF CUSD Stock Holding History

Westmount Partners’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	$338K	Sell	17,402 -429	-2%	-$8.32K	0.07%	198
2026 Q1	$349K	Sell	17,831 -7,094	-28%	-$137K	0.09%	190
2025 Q4	$474K	Sell	24,925 -51,850	-68%	-$1.12M	0.12%	140
2025 Q3	$1.66M	Sell	76,775 -645	-0.8%	-$13.9K	0.43%	53
2025 Q2	$1.66M	Sell	77,420 -1,867	-2%	-$39.4K	0.46%	48
2025 Q1	$1.66M	Sell	79,287 -3,800	-5%	-$79.1K	0.51%	46
2024 Q4	$1.72M	Buy	83,087 +7,568	+10%	+$163K	0.52%	40
2024 Q3	$1.63M	Buy	75,519 +146	+0.2%	+$3.17K	0.49%	42
2024 Q2	$1.63M	Buy	75,373 +368	+0.5%	+$7.93K	0.54%	42
2024 Q1	$1.61M	Sell	75,005 -745	-1%	-$15.9K	0.58%	38
2023 Q4	$1.6M	Buy	75,750 +5,227	+7%	+$114K	0.65%	33
2023 Q3	$1.53M	Buy	70,523 +2,903	+4%	+$62.6K	0.67%	35
2023 Q2	$1.45M	Buy	67,620 +25	+0%	+$530	0.63%	35
2023 Q1	$1.42M	Buy	67,595 +595	+0.9%	+$12.4K	0.66%	31
2022 Q4	$1.39M	Buy	+67,000	New	+$1.39M	0.72%	30

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Westmount Partners's CUSD Position: Q2 2026 in Review

Westmount Partners reduced its CrossingBridge Ultra-Short Duration ETF (CUSD) stake by 2.4% in Q2 2026, selling an estimated $8.32K and leaving 17,402 shares worth $338K. The position accounts for 0.07% of the portfolio, ranked #198.

Westmount Partners first reported a position in CUSD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.72M in Q4 2024. 9 funds tracked by Wall St. Rank hold CUSD as of Q2 2026.

Westmount Partners held 17,402 shares of CrossingBridge Ultra-Short Duration ETF worth $338K as of Q2 2026.
Westmount Partners sold 429 CrossingBridge Ultra-Short Duration ETF shares in Q2 2026, an estimated $8.32K.
CrossingBridge Ultra-Short Duration ETF made up 0.07% of Westmount Partners's portfolio in Q2 2026, its #198 holding.
Westmount Partners first reported a position in CrossingBridge Ultra-Short Duration ETF in Q4 2022 and has held it in 15 quarters since.
Westmount Partners's CrossingBridge Ultra-Short Duration ETF position peaked at $1.72M in Q4 2024.
9 funds tracked by Wall St. Rank held CrossingBridge Ultra-Short Duration ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.