Prosperity Financial Group’s NYLIM 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

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

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 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

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

Prosperity Financial Group increased its NYLIM 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. 17 funds tracked by Wall St. Rank hold CPLB as of Q2 2026.

Prosperity Financial Group held 55,616 shares of NYLIM MacKay Core Plus Bond ETF worth $1.16M as of Q2 2026.
Prosperity Financial Group bought 2,486 NYLIM MacKay Core Plus Bond ETF shares in Q2 2026, an estimated $52.2K.
NYLIM 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 NYLIM MacKay Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
17 funds tracked by Wall St. Rank held NYLIM MacKay Core Plus Bond ETF as of Q2 2026.

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