Carson Wealth (CWM LLC)
CPLS icon

Carson Wealth (CWM LLC)’s AB Core Plus Bond ETF CPLS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CPLS Stock Details CPLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.3K Hold
463
– – ﹤0.01% 4537
2025
Q4 		$16K Buy
463
+315
+213% +$11.3K ﹤0.01% 4290
2025
Q3 		$5K Hold
148
– – ﹤0.01% 4715
2025
Q2 		$5K Hold
148
– – ﹤0.01% 4593
2025
Q1 		$5K Buy
+148
New +$5.19K ﹤0.01% 4433

Other funds holding CPLS

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CPLS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its AB Core Plus Bond ETF (CPLS) position steady in Q1 2026 at 463 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4537.

Carson Wealth (CWM LLC) first reported a position in CPLS in Q1 2025 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold CPLS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 463 shares of AB Core Plus Bond ETF worth $16.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its AB Core Plus Bond ETF share count unchanged in Q1 2026.
  • AB Core Plus Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4537 holding.
  • Carson Wealth (CWM LLC) first reported a position in AB Core Plus Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 22 funds tracked by Wall St. Rank held AB Core Plus Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.