Focus Partners Wealth’s AB Core Plus Bond ETF CPLS Stock Holding History

Focus Partners Wealth’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 Q2	$200K	Hold	5,695	–	–	﹤0.01%	2510
2026 Q1	$201K	Sell	5,695 -290	-5%	-$10.3K	﹤0.01%	2423
2025 Q4	$213K	Hold	5,985	–	–	﹤0.01%	2422
2025 Q3	$215K	Sell	5,985 -3,290	-35%	-$117K	﹤0.01%	2019
2025 Q2	$329K	Sell	9,275 -595	-6%	-$20.8K	﹤0.01%	1631
2025 Q1	$349K	Sell	9,870 -3,030	-23%	-$106K	﹤0.01%	1500
2024 Q4	$449K	Hold	12,900	–	–	﹤0.01%	1378
2024 Q3	$470K	Buy	+12,900	New	+$464K	﹤0.01%	1171

Other funds holding CPLS

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Focus Partners Wealth's CPLS Position: Q2 2026 in Review

Focus Partners Wealth held its AB Core Plus Bond ETF (CPLS) position steady in Q2 2026 at 5,695 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #2510.

Focus Partners Wealth first reported a position in CPLS in Q3 2024 and has held it in 8 quarters since. The position peaked at $470K in Q3 2024. 21 funds tracked by Wall St. Rank hold CPLS as of Q2 2026.

Focus Partners Wealth held 5,695 shares of AB Core Plus Bond ETF worth $200K as of Q2 2026.
Focus Partners Wealth left its AB Core Plus Bond ETF share count unchanged in Q2 2026.
AB Core Plus Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2510 holding.
Focus Partners Wealth first reported a position in AB Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
Focus Partners Wealth's AB Core Plus Bond ETF position peaked at $470K in Q3 2024.
21 funds tracked by Wall St. Rank held AB Core Plus Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.