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 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 $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 $31B AUM 28.39% 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

Focus Partners Wealth's CPLS Position: Q1 2026 in Review

Focus Partners Wealth reduced its AB Core Plus Bond ETF (CPLS) stake by 4.8% in Q1 2026, selling an estimated $10.3K and leaving 5,695 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

Focus Partners Wealth first reported a position in CPLS in Q3 2024 and has held it in 7 quarters since. The position peaked at $470K in Q3 2024. 22 funds tracked by Wall St. Rank hold CPLS as of Q1 2026.

Focus Partners Wealth held 5,695 shares of AB Core Plus Bond ETF worth $201K as of Q1 2026.
Focus Partners Wealth sold 290 AB Core Plus Bond ETF shares in Q1 2026, an estimated $10.3K.
AB Core Plus Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2423 holding.
Focus Partners Wealth first reported a position in AB Core Plus Bond ETF in Q3 2024 and has held it in 7 quarters since.
Focus Partners Wealth's AB Core Plus Bond ETF position peaked at $470K in Q3 2024.
22 funds tracked by Wall St. Rank held AB Core Plus Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.