LGT Financial Advisors’s AB Core Plus Bond ETF CPLS Stock Holding History

LGT Financial Advisors’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	$3.17K	Buy	90 +1	+1%	+$35	0.02%	201
2026 Q1	$3.15K	Buy	89 +1	+1%	+$36	0.02%	221
2025 Q4	$3.13K	Buy	88 +1	+1%	+$36	0.02%	225
2025 Q3	$3.13K	Buy	87 +1	+1%	+$36	0.01%	327
2025 Q2	$3.06K	Buy	86 +1	+1%	+$35	0.01%	335
2025 Q1	$3.01K	Buy	+85	New	+$2.98K	0.01%	254

Other funds holding CPLS

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

LGT Financial Advisors's CPLS Position: Q2 2026 in Review

LGT Financial Advisors increased its AB Core Plus Bond ETF (CPLS) stake by 1.1% in Q2 2026, buying an estimated $35 and bringing the position to 90 shares worth $3.17K. The position accounts for 0.02% of the portfolio, ranked #201.

LGT Financial Advisors first reported a position in CPLS in Q1 2025 and has held it in 6 quarters since. 3 funds tracked by Wall St. Rank hold CPLS as of Q2 2026.

LGT Financial Advisors held 90 shares of AB Core Plus Bond ETF worth $3.17K as of Q2 2026.
LGT Financial Advisors bought 1 AB Core Plus Bond ETF share in Q2 2026, an estimated $35.
AB Core Plus Bond ETF made up 0.02% of LGT Financial Advisors's portfolio in Q2 2026, its #201 holding.
LGT Financial Advisors first reported a position in AB Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
3 funds tracked by Wall St. Rank held AB Core Plus Bond ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.