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

NewEdge 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	$5.59K	Buy	159 +143	+894%	+$5.03K	﹤0.01%	3693
2026 Q1	$572	Sell	16 -151,878	-100%	-$5.4M	﹤0.01%	3973
2025 Q4	$5.4M	Buy	151,894 +13,928	+10%	+$499K	0.02%	627
2025 Q3	$4.95M	Buy	137,966 +7,046	+5%	+$250K	0.02%	628
2025 Q2	$4.65M	Buy	130,920 +17,409	+15%	+$609K	0.02%	597
2025 Q1	$4.01M	Buy	113,511 +10,137	+10%	+$355K	0.02%	582
2024 Q4	$3.6M	Buy	+103,374	New	+$3.67M	0.02%	604

Other funds holding CPLS

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

NewEdge Advisors's CPLS Position: Q2 2026 in Review

NewEdge Advisors increased its AB Core Plus Bond ETF (CPLS) stake by 894% in Q2 2026, buying an estimated $5.03K and bringing the position to 159 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #3693.

NewEdge Advisors first reported a position in CPLS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.4M in Q4 2025. 21 funds tracked by Wall St. Rank hold CPLS as of Q2 2026.

NewEdge Advisors held 159 shares of AB Core Plus Bond ETF worth $5.59K as of Q2 2026.
NewEdge Advisors bought 143 AB Core Plus Bond ETF shares in Q2 2026, an estimated $5.03K.
AB Core Plus Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3693 holding.
NewEdge Advisors first reported a position in AB Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
NewEdge Advisors's AB Core Plus Bond ETF position peaked at $5.4M in Q4 2025.
21 funds tracked by Wall St. Rank held AB Core Plus Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.