Cresta Advisors’s AB Core Plus Bond ETF CPLS Stock Holding History

Cresta Advisors’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	–	Sell	-4,313	Closed	-$153K	–	81
2025 Q4	$153K	Buy	+4,313	New	+$155K	0.06%	56

Other funds holding CPLS

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 $26.4B AUM 21.05% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cresta Advisors's CPLS Position: Q1 2026 in Review

Cresta Advisors sold out of AB Core Plus Bond ETF (CPLS) in Q1 2026, closing a stake of 4,313 shares — an estimated $153K sold.

Cresta Advisors first reported a position in CPLS in Q4 2025 and held it in 1 quarter. The position peaked at $153K in Q4 2025. 22 funds tracked by Wall St. Rank hold CPLS as of Q1 2026.

Cresta Advisors reported no remaining AB Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
Cresta Advisors sold 4,313 AB Core Plus Bond ETF shares in Q1 2026, an estimated $153K.
Cresta Advisors first reported a position in AB Core Plus Bond ETF in Q4 2025 and held it in 1 quarter.
Cresta Advisors's AB Core Plus Bond ETF position peaked at $153K in Q4 2025.
22 funds tracked by Wall St. Rank held AB Core Plus Bond ETF as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.