LPL Financial
CPLS icon

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

LPL Financial’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 		$53.9M Buy
1,527,159
+227,762
+18% +$8.1M 0.01% 877
2025
Q4 		$46.2M Buy
1,299,397
+47,674
+4% +$1.71M 0.01% 911
2025
Q3 		$44.9M Buy
1,251,723
+814,109
+186% +$28.9M 0.01% 898
2025
Q2 		$15.5M Sell
437,614
-7,325
-2% -$256K 0.01% 1418
2025
Q1 		$15.7M Buy
+444,939
New +$15.6M 0.01% 1312

Other funds holding CPLS

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $31B AUM 28.39% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial's CPLS Position: Q1 2026 in Review

LPL Financial increased its AB Core Plus Bond ETF (CPLS) stake by 18% in Q1 2026, buying an estimated $8.1M and bringing the position to 1,527,159 shares worth $53.9M. The position accounts for 0.01% of the portfolio, ranked #877.

LPL Financial first reported a position in CPLS in Q1 2025 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold CPLS as of Q1 2026.

  • LPL Financial held 1,527,159 shares of AB Core Plus Bond ETF worth $53.9M as of Q1 2026.
  • LPL Financial bought 227,762 AB Core Plus Bond ETF shares in Q1 2026, an estimated $8.1M.
  • AB Core Plus Bond ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #877 holding.
  • LPL Financial first reported a position in AB Core Plus Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 22 funds tracked by Wall St. Rank held AB Core Plus Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.