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Crossmark Etf Trust shares owned by TrustWell Financial Advisors

Quarter-by-quarter ownership of Crossmark Etf Trust (CLCG) shares owned by TrustWell Financial Advisors from 13F filings

Historical chart of TrustWell Financial Advisors investment in Crossmark Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Crossmark Etf Trust held by TrustWell Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Crossmark Etf Trust by TrustWell Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $439k 18k 24.39
2025-12-31 $466k 17k 27.00

More positions owned by TrustWell Financial Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Asset Management Physical Gold Tr (PHYS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis U S Qual (AVUQ)
Sprott Asset Management Physical Gold An (CEF)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Regency Centers Corporation (REG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
First Tr Exchange-traded Nat Gas Etf (FCG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Value Etf (VTV)

View all positions for TrustWell Financial Advisors

Top funds holding Crossmark Etf Trust

Bare Financial Services
OneAscent Financial Services
OneAscent Wealth Management
TrustWell Financial Advisors
Range Financial Group
Advisor Group Holdings

View all funds holding Crossmark Etf Trust