SWP
CPLB

Stratos Wealth Partners’s NYLIM MacKay Core Plus Bond ETF CPLB Stock Holding History

Stratos Wealth 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 		$527K Buy
25,200
+7,850
+45% +$165K 0.01% 1118
2026
Q1 		$364K Buy
+17,350
New +$369K ﹤0.01% 1217

Other funds holding CPLB

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Stratos Wealth Partners's CPLB Position: Q2 2026 in Review

Stratos Wealth Partners increased its NYLIM MacKay Core Plus Bond ETF (CPLB) stake by 45% in Q2 2026, buying an estimated $165K and bringing the position to 25,200 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #1118.

Stratos Wealth Partners first reported a position in CPLB in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold CPLB as of Q2 2026.

  • Stratos Wealth Partners held 25,200 shares of NYLIM MacKay Core Plus Bond ETF worth $527K as of Q2 2026.
  • Stratos Wealth Partners bought 7,850 NYLIM MacKay Core Plus Bond ETF shares in Q2 2026, an estimated $165K.
  • NYLIM MacKay Core Plus Bond ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1118 holding.
  • Stratos Wealth Partners first reported a position in NYLIM MacKay Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held NYLIM MacKay Core Plus Bond ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.