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Ab Active Etfs shares owned by LGT Financial Advisors

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

Historical chart of LGT Financial Advisors investment in Ab Active Etfs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ab Active Etfs by LGT Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1k 87 35.99
2025-06-30 $3.1k 86 35.60
2025-03-31 $3.0k 85 35.46

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J P Morgan Exchange Traded F Equity Premium (JEPI)
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Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
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Ishares Tr S&p 100 Etf (OEF)
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Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for LGT Financial Advisors

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