Prosperity Financial Group
CPLB icon

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
Q3 		$1.12M Buy
55,734
+118
+0.2% +$2.44K 0.33% 88
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

New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
FFG Retirement Advisors
FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
First Affirmative Financial Network
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
Silver Grove Financial Group Orchard Park, New York $214M AUM 19.83% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prosperity Financial Group's CPLB Position: Q3 2026 in Review

Prosperity Financial Group increased its NYLIM MacKay Core Plus Bond ETF (CPLB) stake by 0.21% in Q3 2026, buying an estimated $2.44K and bringing the position to 55,734 shares worth $1.12M. The position accounts for 0.33% of the portfolio, ranked #88.

Prosperity Financial Group first reported a position in CPLB in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.16M in Q2 2026. 8 funds tracked by Wall St. Rank hold CPLB as of Q3 2026.

  • Prosperity Financial Group held 55,734 shares of NYLIM MacKay Core Plus Bond ETF worth $1.12M as of Q3 2026.
  • Prosperity Financial Group bought 118 NYLIM MacKay Core Plus Bond ETF shares in Q3 2026, an estimated $2.44K.
  • NYLIM MacKay Core Plus Bond ETF made up 0.33% of Prosperity Financial Group's portfolio in Q3 2026, its #88 holding.
  • Prosperity Financial Group first reported a position in NYLIM MacKay Core Plus Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • Prosperity Financial Group's NYLIM MacKay Core Plus Bond ETF position peaked at $1.16M in Q2 2026.
  • 8 funds tracked by Wall St. Rank held NYLIM MacKay Core Plus Bond ETF as of Q3 2026.

Based on Prosperity Financial Group's 13F filing for Q3 2026, filed 29 Oct 2026.