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 Q3	–	Sell	-85,904	Closed	-$1.8M	–	670
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

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Prosperity Financial Group San Ramon, California $341M AUM 26% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

Silver Grove Financial Group Orchard Park, New York $214M AUM 19.83% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortis Group Advisors's CPLB Position: Q3 2026 in Review

Fortis Group Advisors sold out of NYLIM MacKay Core Plus Bond ETF (CPLB) in Q3 2026, closing a stake of 85,904 shares — an estimated $1.8M sold.

Fortis Group Advisors first reported a position in CPLB in Q3 2025 and held it in 4 quarters. The position peaked at $1.8M in Q2 2026. 8 funds tracked by Wall St. Rank hold CPLB as of Q3 2026.

Fortis Group Advisors reported no remaining NYLIM MacKay Core Plus Bond ETF position as of Q3 2026 after selling out during the quarter.
Fortis Group Advisors sold 85,904 NYLIM MacKay Core Plus Bond ETF shares in Q3 2026, an estimated $1.8M.
Fortis Group Advisors first reported a position in NYLIM MacKay Core Plus Bond ETF in Q3 2025 and held it in 4 quarters.
Fortis Group Advisors's NYLIM MacKay Core Plus Bond ETF position peaked at $1.8M in Q2 2026.
8 funds tracked by Wall St. Rank held NYLIM MacKay Core Plus Bond ETF as of Q3 2026.

Based on Fortis Group Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.