Fortis Group Advisors’s NYLIM MacKay Core Plus Bond ETF CPLB Stock Holding History

Fortis Group Advisors’s Portfolio CPLB Stock Details CPLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.8M	Buy	85,904 +19,835	+30%	+$416K	0.29%	91
2026 Q1	$1.38M	Sell	66,069 -12,336	-16%	-$262K	0.23%	112
2025 Q4	$1.66M	Buy	78,405 +17,732	+29%	+$378K	0.28%	95
2025 Q3	$1.3M	Buy	+60,673	New	+$1.29M	0.22%	105

Other funds holding CPLB

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Fortis Group Advisors's CPLB Position: Q2 2026 in Review

Fortis Group Advisors increased its NYLIM MacKay Core Plus Bond ETF (CPLB) stake by 30% in Q2 2026, buying an estimated $416K and bringing the position to 85,904 shares worth $1.8M. The position accounts for 0.29% of the portfolio, ranked #91.

Fortis Group Advisors first reported a position in CPLB in Q3 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold CPLB as of Q2 2026.

Fortis Group Advisors held 85,904 shares of NYLIM MacKay Core Plus Bond ETF worth $1.8M as of Q2 2026.
Fortis Group Advisors bought 19,835 NYLIM MacKay Core Plus Bond ETF shares in Q2 2026, an estimated $416K.
NYLIM MacKay Core Plus Bond ETF made up 0.29% of Fortis Group Advisors's portfolio in Q2 2026, its #91 holding.
Fortis Group Advisors first reported a position in NYLIM MacKay Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
17 funds tracked by Wall St. Rank held NYLIM MacKay Core Plus Bond ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.