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

Advisornet Financial’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	$923K	Sell	41,419 -3,680	-8%	-$82.3K	0.04%	287
2026 Q1	$1.01M	Sell	45,099 -34,824	-44%	-$789K	0.05%	257
2025 Q4	$1.81M	Buy	79,923 +967	+1%	+$22K	0.1%	184
2025 Q3	$1.79M	Sell	78,956 -18,786	-19%	-$425K	0.1%	177
2025 Q2	$2.2M	Sell	97,742 -5,902	-6%	-$131K	0.14%	147
2025 Q1	$2.33M	Buy	103,644 +30,202	+41%	+$676K	0.17%	136
2024 Q4	$1.63M	Buy	73,442 +14,031	+24%	+$317K	0.14%	160
2024 Q3	$1.37M	Buy	59,411 +17,997	+43%	+$411K	0.1%	190
2024 Q2	$920K	Buy	41,414 +6,352	+18%	+$141K	0.08%	216
2024 Q1	$787K	Buy	35,062 +15,091	+76%	+$339K	0.08%	240
2023 Q4	$453K	Buy	19,971 +6,594	+49%	+$144K	0.04%	334
2023 Q3	$288K	Buy	13,377 +5,559	+71%	+$123K	0.03%	389
2023 Q2	$174K	Buy	+7,818	New	+$177K	0.01%	509

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 22.9% 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

Advisornet Financial's CGCP Position: Q2 2026 in Review

Advisornet Financial reduced its Capital Group Core Plus Income ETF (CGCP) stake by 8.2% in Q2 2026, selling an estimated $82.3K and leaving 41,419 shares worth $923K. The position accounts for 0.04% of the portfolio, ranked #287.

Advisornet Financial first reported a position in CGCP in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.33M in Q1 2025. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Advisornet Financial held 41,419 shares of Capital Group Core Plus Income ETF worth $923K as of Q2 2026.
Advisornet Financial sold 3,680 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $82.3K.
Capital Group Core Plus Income ETF made up 0.04% of Advisornet Financial's portfolio in Q2 2026, its #287 holding.
Advisornet Financial first reported a position in Capital Group Core Plus Income ETF in Q2 2023 and has held it in 13 quarters since.
Advisornet Financial's Capital Group Core Plus Income ETF position peaked at $2.33M in Q1 2025.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.