Ownership history in NewEdge Advisors, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which NewEdge Advisors, LLC reported a position in AB ACTIVE ETFS INC (CPLS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π NewEdge Advisors, LLC underperformed the S&P 500 by β10.5% annually on this CPLS position. Timing score: 100% (4/4 decisions correct). Average cost basis: $33.50. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 10.5% ann.
4 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 4 add/trim decisions correct
Best entry: $33.00 (2024 Q4) Β· Worst: $35.29 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 0 trims. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size