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Ab Active Etfs shares owned by CWM

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

Historical chart of CWM investment in Ab Active Etfs

Tip: Access up to 7 years of quarterly data

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 $94k 2.5k 37.93
2025-06-30 $91k 2.4k 37.31
2025-03-31 $88k 2.4k 36.76
2024-09-30 $72k 1.9k 37.58

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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Microsoft Corporation (MSFT)
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Ishares Tr Eafe Value Etf (EFV)
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Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding Ab Active Etfs

LPL Financial
Wagner Wealth Management
Bank of New York Mellon
Raymond James Financial
Alliancebernstein
Assetmark
Anderson Financial Strategies
Envestnet Asset Management
IHT Wealth Management
Wealth Enhancement Advisory Services
Advisory Resource Group
Stratos Wealth Partners
Goldman Sachs Group
Advisor Group Holdings
Fjell Capital

View all funds holding Ab Active Etfs