Jones Financial Companies
CPLS icon

Jones Financial Companies’s AB Core Plus Bond ETF CPLS Stock Holding History

Jones Financial Companies’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 		$23.1K Buy
661
+534
+420% +$19K ﹤0.01% 3240
2025
Q4 		$4.51K Buy
+127
New +$4.55K ﹤0.01% 3547

Other funds holding CPLS

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies's CPLS Position: Q1 2026 in Review

Jones Financial Companies increased its AB Core Plus Bond ETF (CPLS) stake by 420% in Q1 2026, buying an estimated $19K and bringing the position to 661 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3240.

Jones Financial Companies first reported a position in CPLS in Q4 2025 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold CPLS as of Q1 2026.

  • Jones Financial Companies held 661 shares of AB Core Plus Bond ETF worth $23.1K as of Q1 2026.
  • Jones Financial Companies bought 534 AB Core Plus Bond ETF shares in Q1 2026, an estimated $19K.
  • AB Core Plus Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3240 holding.
  • Jones Financial Companies first reported a position in AB Core Plus Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held AB Core Plus Bond ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.