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Adamsbrown Wealth Consultants’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Adamsbrown Wealth Consultants’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 		$8.23M Sell
369,414
-21,470
-5% -$480K 1.55% 16
2026
Q1 		$8.73M Sell
390,884
-37,688
-9% -$853K 2.31% 12
2025
Q4 		$9.7M Sell
428,572
-1,028,471
-71% -$23.4M 2.7% 12
2025
Q3 		$33.1M Buy
1,457,043
+195,549
+16% +$4.42M 9.12% 2
2025
Q2 		$28.4M Buy
1,261,494
+43,926
+4% +$976K 8.23% 3
2025
Q1 		$27.3M Buy
1,217,568
+43,105
+4% +$964K 8.59% 3
2024
Q4 		$26.1M Buy
1,174,463
+103,512
+10% +$2.34M 8.89% 3
2024
Q3 		$24.8M Buy
1,070,951
+72,760
+7% +$1.66M 8.59% 3
2024
Q2 		$22.2M Buy
998,191
+63,927
+7% +$1.42M 8.63% 3
2024
Q1 		$21M Buy
934,264
+51,514
+6% +$1.16M 8.49% 3
2023
Q4 		$20M Buy
882,750
+45,824
+5% +$1M 8.72% 4
2023
Q3 		$18M Buy
836,926
+91,191
+12% +$2.01M 8.86% 4
2023
Q2 		$16.6M Buy
745,735
+134,089
+22% +$3.03M 8.77% 3
2023
Q1 		$13.9M Buy
611,646
+72,064
+13% +$1.63M 8.03% 3
2022
Q4 		$12M Buy
539,582
+513,164
+1,942% +$11.4M 7.3% 3
2022
Q3 		$578K Buy
+26,418
New +$614K 0.44% 38

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Adamsbrown Wealth Consultants's CGCP Position: Q2 2026 in Review

Adamsbrown Wealth Consultants reduced its Capital Group Core Plus Income ETF (CGCP) stake by 5.5% in Q2 2026, selling an estimated $480K and leaving 369,414 shares worth $8.23M. The position accounts for 1.55% of the portfolio, ranked #16.

Adamsbrown Wealth Consultants first reported a position in CGCP in Q3 2022 and has held it in 16 quarters since. The position peaked at $33.1M in Q3 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Adamsbrown Wealth Consultants held 369,414 shares of Capital Group Core Plus Income ETF worth $8.23M as of Q2 2026.
  • Adamsbrown Wealth Consultants sold 21,470 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $480K.
  • Capital Group Core Plus Income ETF made up 1.55% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #16 holding.
  • Adamsbrown Wealth Consultants first reported a position in Capital Group Core Plus Income ETF in Q3 2022 and has held it in 16 quarters since.
  • Adamsbrown Wealth Consultants's Capital Group Core Plus Income ETF position peaked at $33.1M in Q3 2025.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.