Steward Partners Investment Advisory’s NYLI MacKay Core Plus Bond ETF CPLB Stock Holding History

Steward Partners Investment Advisory’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 Q1	–	Sell	-2,489	Closed	-$52.8K	–	4592
2025 Q4	$52.8K	Sell	2,489 -66	-3%	-$1.41K	﹤0.01%	2641
2025 Q3	$54.6K	Sell	2,555 -116	-4%	-$2.46K	﹤0.01%	2563
2025 Q2	$56.9K	Buy	+2,671	New	+$56K	﹤0.01%	2407

Other funds holding CPLB

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FAFN

First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Steward Partners Investment Advisory's CPLB Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of NYLI MacKay Core Plus Bond ETF (CPLB) in Q1 2026, closing a stake of 2,489 shares — an estimated $52.8K sold.

Steward Partners Investment Advisory first reported a position in CPLB in Q2 2025 and held it in 3 quarters. The position peaked at $56.9K in Q2 2025. 16 funds tracked by Wall St. Rank hold CPLB as of Q1 2026.

Steward Partners Investment Advisory reported no remaining NYLI MacKay Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 2,489 NYLI MacKay Core Plus Bond ETF shares in Q1 2026, an estimated $52.8K.
Steward Partners Investment Advisory first reported a position in NYLI MacKay Core Plus Bond ETF in Q2 2025 and held it in 3 quarters.
Steward Partners Investment Advisory's NYLI MacKay Core Plus Bond ETF position peaked at $56.9K in Q2 2025.
16 funds tracked by Wall St. Rank held NYLI MacKay Core Plus Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.