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Medallion Wealth Advisors’s AB Core Plus Bond ETF CPLS Stock Holding History

Medallion Wealth 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
Q1 		– Sell
-2,982
Closed -$106K – 1126
2025
Q4 		$106K Buy
2,982
+32
+1% +$1.15K 0.04% 351
2025
Q3 		$106K Buy
2,950
+32
+1% +$1.14K 0.04% 344
2025
Q2 		$103K Buy
2,918
+35
+1% +$1.23K 0.04% 340
2025
Q1 		$102K Buy
+2,883
New +$101K 0.05% 305

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

Medallion Wealth Advisors's CPLS Position: Q1 2026 in Review

Medallion Wealth Advisors sold out of AB Core Plus Bond ETF (CPLS) in Q1 2026, closing a stake of 2,982 shares — an estimated $106K sold.

Medallion Wealth Advisors first reported a position in CPLS in Q1 2025 and held it in 4 quarters. The position peaked at $106K in Q4 2025. 22 funds tracked by Wall St. Rank hold CPLS as of Q1 2026.

  • Medallion Wealth Advisors reported no remaining AB Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 2,982 AB Core Plus Bond ETF shares in Q1 2026, an estimated $106K.
  • Medallion Wealth Advisors first reported a position in AB Core Plus Bond ETF in Q1 2025 and held it in 4 quarters.
  • Medallion Wealth Advisors's AB Core Plus Bond ETF position peaked at $106K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held AB Core Plus Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.