AA Financial Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

AA Financial Advisors’s Portfolio CGCP Stock Details CGCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.6M	Buy	519,407 +31,768	+7%	+$711K	1.39%	15
2026 Q1	$10.9M	Sell	487,639 -323,687	-40%	-$7.33M	1.53%	14
2025 Q4	$18.4M	Sell	811,326 -14,314	-2%	-$326K	3.4%	5
2025 Q3	$18.8M	Buy	825,640 +77,786	+10%	+$1.76M	3.69%	4
2025 Q2	$16.8M	Sell	747,854 -5,332	-0.7%	-$119K	3.63%	4
2025 Q1	$16.9M	Buy	753,186 +160,211	+27%	+$3.58M	4.13%	4
2024 Q4	$13.2M	Buy	592,975 +28,631	+5%	+$646K	3.51%	4
2024 Q3	$13M	Buy	564,344 +123,568	+28%	+$2.82M	3.78%	4
2024 Q2	$9.79M	Buy	440,776 +71,957	+20%	+$1.6M	3.45%	3
2024 Q1	$8.28M	Buy	368,819 +20,194	+6%	+$454K	3.34%	4
2023 Q4	$7.91M	Buy	+348,625	New	+$7.61M	5.27%	3

Other funds holding CGCP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AA Financial Advisors's CGCP Position: Q2 2026 in Review

AA Financial Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 6.5% in Q2 2026, buying an estimated $711K and bringing the position to 519,407 shares worth $11.6M. The position accounts for 1.39% of the portfolio, ranked #15.

AA Financial Advisors first reported a position in CGCP in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.8M in Q3 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

AA Financial Advisors held 519,407 shares of Capital Group Core Plus Income ETF worth $11.6M as of Q2 2026.
AA Financial Advisors bought 31,768 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $711K.
Capital Group Core Plus Income ETF made up 1.39% of AA Financial Advisors's portfolio in Q2 2026, its #15 holding.
AA Financial Advisors first reported a position in Capital Group Core Plus Income ETF in Q4 2023 and has held it in 11 quarters since.
AA Financial Advisors's Capital Group Core Plus Income ETF position peaked at $18.8M in Q3 2025.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.