PFG
CPLB

Prosperity Financial Group’s NYLI MacKay Core Plus Bond ETF CPLB Stock Holding History

Prosperity Financial Group’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 		$1.16M Buy
55,616
+2,486
+5% +$52.2K 0.36% 78
2026
Q1 		$1.11M Buy
53,130
+8,745
+20% +$186K 0.41% 72
2025
Q4 		$942K Sell
44,385
-3,501
-7% -$74.7K 0.34% 79
2025
Q3 		$1.02M Buy
47,886
+18,549
+63% +$394K 0.37% 71
2025
Q2 		$625K Buy
29,337
+13,220
+82% +$277K 0.27% 94
2025
Q1 		$342K Buy
+16,117
New +$339K 0.17% 114

Other funds holding CPLB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
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
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Prosperity Financial Group's CPLB Position: Q2 2026 in Review

Prosperity Financial Group increased its NYLI MacKay Core Plus Bond ETF (CPLB) stake by 4.7% in Q2 2026, buying an estimated $52.2K and bringing the position to 55,616 shares worth $1.16M. The position accounts for 0.36% of the portfolio, ranked #78.

Prosperity Financial Group first reported a position in CPLB in Q1 2025 and has held it in 6 quarters since. 5 funds tracked by Wall St. Rank hold CPLB as of Q2 2026.

  • Prosperity Financial Group held 55,616 shares of NYLI MacKay Core Plus Bond ETF worth $1.16M as of Q2 2026.
  • Prosperity Financial Group bought 2,486 NYLI MacKay Core Plus Bond ETF shares in Q2 2026, an estimated $52.2K.
  • NYLI MacKay Core Plus Bond ETF made up 0.36% of Prosperity Financial Group's portfolio in Q2 2026, its #78 holding.
  • Prosperity Financial Group first reported a position in NYLI MacKay Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 5 funds tracked by Wall St. Rank held NYLI MacKay Core Plus Bond ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.