SEC 13F Intelligence

Bare Financial Services, Inc / CLCG

Bare Financial Services, Inc’s Crossmark Etf Trust Position

Does Bare Financial Services, Inc own Crossmark Etf Trust (CLCG)? Yes — 449.5K shares worth $11M (+2.90% of its 13F portfolio) as of Q1 2026, up from 416.9K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
449.5K
% of Portfolio
+2.90%
Quarters Held
3
currently held

Position History CLCG

Reported value by quarter
Q3 ’25: $10MQ3 ’25Q4 ’25: $11MQ4 ’25Q1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026449.5K$11M+2.90%
Q4 2025416.9K$11M+3.13%
Q3 2025352.5K$10M+2.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bare Financial Services, Inc’s full portfolio or all institutional holders of CLCG.