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Valley Wealth Managers’s AB Core Plus Bond ETF CPLS Stock Holding History

Valley Wealth Managers’s Portfolio CPLS Stock Details CPLS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.4M Sell
39,378
-2,714
-6% -$96.3K 0.1% 124
2025
Q1 		$1.49M Buy
+42,092
New +$1.49M 0.11% 120