Stratos Wealth Partners’s NYLI 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 Q1	$364K	Buy	+17,350	New	+$369K	﹤0.01%	1217

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 $374B AUM 17.66% 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 $271M AUM 30.27% 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

Stratos Wealth Partners's CPLB Position: Q1 2026 in Review

Stratos Wealth Partners opened a new position in NYLI MacKay Core Plus Bond ETF (CPLB) in Q1 2026: 17,350 shares worth $364K. The stake represents ﹤0.01% of the portfolio and ranks #1217 among its holdings.

16 funds tracked by Wall St. Rank hold CPLB as of Q1 2026.

Stratos Wealth Partners held 17,350 shares of NYLI MacKay Core Plus Bond ETF worth $364K as of Q1 2026.
NYLI MacKay Core Plus Bond ETF was a new Stratos Wealth Partners position in Q1 2026.
NYLI MacKay Core Plus Bond ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1217 holding.
16 funds tracked by Wall St. Rank held NYLI MacKay Core Plus Bond ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.