Golden State Wealth Management’s AB Core Plus Bond ETF CPLS Stock Holding History

Golden State Wealth Management’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	-322	Closed	-$11.4K	–	1642
2025 Q4	$11.4K	Sell	322 -684	-68%	-$24.5K	﹤0.01%	1073
2025 Q3	$36.1K	Hold	1,006	–	–	﹤0.01%	757
2025 Q2	$35.7K	Hold	1,006	–	–	﹤0.01%	718
2025 Q1	$35.6K	Buy	+1,006	New	+$35.3K	0.01%	666

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

Golden State Wealth Management's CPLS Position: Q1 2026 in Review

Golden State Wealth Management sold out of AB Core Plus Bond ETF (CPLS) in Q1 2026, closing a stake of 322 shares — an estimated $11.4K sold.

Golden State Wealth Management first reported a position in CPLS in Q1 2025 and held it in 4 quarters. The position peaked at $36.1K in Q3 2025. 22 funds tracked by Wall St. Rank hold CPLS as of Q1 2026.

Golden State Wealth Management reported no remaining AB Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 322 AB Core Plus Bond ETF shares in Q1 2026, an estimated $11.4K.
Golden State Wealth Management first reported a position in AB Core Plus Bond ETF in Q1 2025 and held it in 4 quarters.
Golden State Wealth Management's AB Core Plus Bond ETF position peaked at $36.1K in Q3 2025.
22 funds tracked by Wall St. Rank held AB Core Plus Bond ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.