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Ab Active Etfs shares owned by CWM

Quarter-by-quarter ownership of Ab Active Etfs (CPLS) shares owned by CWM from 13F filings

Historical chart of CWM investment in Ab Active Etfs

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All positions including Ab Active Etfs held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ab Active Etfs by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0k 148 33.78
2025-06-30 $5.0k 148 33.78
2025-03-31 $5.0k 148 33.78

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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding Ab Active Etfs

LPL Financial
Alliancebernstein
Goss Wealth Management
Envestnet Asset Management
Royal Bank of Canada
Jpmorgan Chase & Co
Hallmark Capital Management
Goldman Sachs Group
Kestra Advisory Services
Jane Street
Advisor Group Holdings
Raymond James Financial
Cetera Investment Advisers
Morgan Stanley
Mml Investors Services

View all funds holding Ab Active Etfs