TrustWell Financial Advisors, LLC
Position in CLCG — Crossmark Large Cap Growth ETF
CIK 2133429
Jacksonville, FL
Position in CLCG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$439,093
-$26,990 QoQ
Shares Held
18,003
+4.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLCG Over Time
Shares Held
Position Value (USD)
All Filings in CLCG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $439,093 | 18,003 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $466,083 | 17,263 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||