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
Q2 		$27.1K Buy
769
+108
+16% +$3.8K ﹤0.01% 3374
2026
Q1 		$23.1K Buy
661
+534
+420% +$19K ﹤0.01% 3240
2025
Q4 		$4.51K Buy
+127
New +$4.55K ﹤0.01% 3547

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jones Financial Companies's CPLS Position: Q2 2026 in Review

Jones Financial Companies increased its AB Core Plus Bond ETF (CPLS) stake by 16% in Q2 2026, buying an estimated $3.8K and bringing the position to 769 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3374.

Jones Financial Companies first reported a position in CPLS in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold CPLS as of Q2 2026.

  • Jones Financial Companies held 769 shares of AB Core Plus Bond ETF worth $27.1K as of Q2 2026.
  • Jones Financial Companies bought 108 AB Core Plus Bond ETF shares in Q2 2026, an estimated $3.8K.
  • AB Core Plus Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3374 holding.
  • Jones Financial Companies first reported a position in AB Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held AB Core Plus Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.