CPLB — NEW YORK LIFE INVTS ACTIVE E

Ownership history in First Affirmative Financial Network  ·  1 quarter on record

This page tracks every 13F SEC filing in which First Affirmative Financial Network reported a position in NEW YORK LIFE INVTS ACTIVE E (CPLB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.07% (2025 Q3)
Avg. % of fund
1.07%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 97,428 — — 1.07% $2.1M $20.82
% of Fund (quarterly)    CPLB price (monthly, adj. close)

Other funds also holding CPLB

As of 2025 Q4 — sorted by position size

NEW YORK LIFE INVESTMENT MANAGEMENT LLC 3Y 7Y 2.34% Prosperity Financial Group, Inc. 0.34% Fortis Group Advisors, LLC 3Y 0.28% Keudell/Morrison Wealth Management 3Y 0.11% World Investment Advisors 3Y 7Y 0.01% Orion Porfolio Solutions, LLC 3Y 7Y 0.0% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0% Steward Partners Investment Advisory, LLC 3Y 7Y 0.0%
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