&Partners’s NYLI MacKay Core Plus Bond ETF CPLB Stock Holding History

&Partners’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	$1.15M	Buy	+55,091	New	+$1.16M	﹤0.01%	1334

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 22.96% 1-Year Est. Return

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

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 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

&Partners's CPLB Position: Q2 2026 in Review

&Partners opened a new position in NYLI MacKay Core Plus Bond ETF (CPLB) in Q2 2026: 55,091 shares worth $1.15M. The stake represents ﹤0.01% of the portfolio and ranks #1334 among its holdings.

17 funds tracked by Wall St. Rank hold CPLB as of Q2 2026.

&Partners held 55,091 shares of NYLI MacKay Core Plus Bond ETF worth $1.15M as of Q2 2026.
NYLI MacKay Core Plus Bond ETF was a new &Partners position in Q2 2026.
NYLI MacKay Core Plus Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1334 holding.
17 funds tracked by Wall St. Rank held NYLI MacKay Core Plus Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.