PFG Private Wealth Management’s Thornburg Core Plus Bond ETF TPLS Stock Holding History

PFG Private Wealth Management’s Portfolio TPLS Stock Details TPLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,006	Closed	-$307K	–	169
2025 Q3	$307K	Buy	+12,006	New	+$305K	0.14%	90

Other funds holding TPLS

Willow Financial Rogers, Arkansas $98.7M AUM

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

IWS

Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

PFG Private Wealth Management's TPLS Position: Q4 2025 in Review

PFG Private Wealth Management sold out of Thornburg Core Plus Bond ETF (TPLS) in Q4 2025, closing a stake of 12,006 shares — an estimated $307K sold.

PFG Private Wealth Management first reported a position in TPLS in Q3 2025 and held it in 1 quarter. The position peaked at $307K in Q3 2025. 5 funds tracked by Wall St. Rank hold TPLS as of Q4 2025.

PFG Private Wealth Management reported no remaining Thornburg Core Plus Bond ETF position as of Q4 2025 after selling out during the quarter.
PFG Private Wealth Management sold 12,006 Thornburg Core Plus Bond ETF shares in Q4 2025, an estimated $307K.
PFG Private Wealth Management first reported a position in Thornburg Core Plus Bond ETF in Q3 2025 and held it in 1 quarter.
PFG Private Wealth Management's Thornburg Core Plus Bond ETF position peaked at $307K in Q3 2025.
5 funds tracked by Wall St. Rank held Thornburg Core Plus Bond ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.