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MassMutual Private Wealth & Trust’s AB Core Plus Bond ETF CPLS Stock Holding History

MassMutual Private Wealth & Trust’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
2025
Q3 		– Sell
-1,931
Closed -$68.5K – 2389
2025
Q2 		$68.5K Hold
1,931
– – ﹤0.01% 697
2025
Q1 		$68.3K Buy
+1,931
New +$67.7K ﹤0.01% 650

Other funds holding CPLS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MassMutual Private Wealth & Trust's CPLS Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of AB Core Plus Bond ETF (CPLS) in Q3 2025, closing a stake of 1,931 shares — an estimated $68.5K sold.

MassMutual Private Wealth & Trust first reported a position in CPLS in Q1 2025 and held it in 2 quarters. The position peaked at $68.5K in Q2 2025. 26 funds tracked by Wall St. Rank hold CPLS as of Q3 2025.

  • MassMutual Private Wealth & Trust reported no remaining AB Core Plus Bond ETF position as of Q3 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1,931 AB Core Plus Bond ETF shares in Q3 2025, an estimated $68.5K.
  • MassMutual Private Wealth & Trust first reported a position in AB Core Plus Bond ETF in Q1 2025 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's AB Core Plus Bond ETF position peaked at $68.5K in Q2 2025.
  • 26 funds tracked by Wall St. Rank held AB Core Plus Bond ETF as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.