HCR Wealth Advisors 13F: New $50M Stake in CRUX

HCR Wealth Advisors entered a fresh position in Columbia Core Bond ETF CRUX on the New York Stock Exchange Arca, according to a Form 13F filing with the U.S. Securities and Exchange Commission on October 15, 2026. Institutional filings look backward at portfolio holdings from the close of the reporting quarter and do not necessarily reflect current trading activity.

What Changed in HCR Wealth Advisors's Columbia Core Bond ETF Position

The wealth management firm initiated a brand-new stake in the bond fund, acquiring 1,758,417 shares during the period. The reported value of the new holding reached $50,194,015. Because this was a fresh entry, the firm held no prior shares in the fund.

Columbia Core Bond ETF Stock Holds Steady

Shares of the fund recently traded around $28.75 as of October 16, 2026. The stock sits near the lower boundary of its 52-week range, which spans from a low of $28.35 up to a high of $30.84. The recent price trades below both its 50-day moving average of $29.09 and its 200-day moving average of $29.61.

Dividend

The fund provides a dividend yield of 4.4%, offering regular income distributions to investors who hold shares through the payout periods.

About Columbia Core Bond ETF

Columbia Core Bond ETF focuses primarily on U.S. dollar-denominated debt instruments of investment grade quality. The fund puts a large portion of its assets to work in bonds, while retaining flexibility to include foreign debt instruments and loans when market conditions warrant. Large institutional investments in fixed-income funds like this one often signal portfolio adjustments aimed at managing overall risk and securing steady yield.

Bottom Line

Institutional reports provide a helpful look at how major managers allocate capital across asset classes, though they remain historical snapshots. Observers will monitor future SEC filings to see how the fund manages its fixed-income exposure in the quarters ahead. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.