Integrated Wealth Concepts’s AB Core Plus Bond ETF CPLS Stock Holding History

Integrated Wealth Concepts’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	$5.24K	Buy	+149	New	+$5.24K	﹤0.01%	4944

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 22.96% 1-Year Est. Return

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

VWM

Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return

KAS

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 40.91% 1-Year Est. Return

Integrated Wealth Concepts's CPLS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in AB Core Plus Bond ETF (CPLS) in Q2 2026: 149 shares worth $5.24K. The stake represents ﹤0.01% of the portfolio and ranks #4944 among its holdings.

22 funds tracked by Wall St. Rank hold CPLS as of Q2 2026.

Integrated Wealth Concepts held 149 shares of AB Core Plus Bond ETF worth $5.24K as of Q2 2026.
AB Core Plus Bond ETF was a new Integrated Wealth Concepts position in Q2 2026.
AB Core Plus Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4944 holding.
22 funds tracked by Wall St. Rank held AB Core Plus Bond ETF as of Q2 2026.

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