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

Alpha 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 Q1	$1.38M	Sell	61,929 -4,096	-6%	-$92.8K	0.42%	20
2025 Q4	$1.49M	Hold	66,025	–	–	0.46%	21
2025 Q3	$1.5M	Buy	66,025 +1,021	+2%	+$23.1K	0.53%	20
2025 Q2	$1.46M	Buy	65,004 +141	+0.2%	+$3.13K	0.57%	19
2025 Q1	$1.46M	Buy	64,863 +47,974	+284%	+$1.07M	0.65%	15
2024 Q4	$375K	Buy	16,889 +3,468	+26%	+$78.3K	0.17%	28
2024 Q3	$310K	Sell	13,421 -6,681	-33%	-$153K	0.14%	33
2024 Q2	$447K	Buy	20,102 +6,681	+50%	+$148K	0.22%	24
2024 Q1	$301K	Hold	13,421	–	–	0.14%	32
2023 Q4	$305K	Buy	+13,421	New	+$293K	0.15%	31
2023 Q2	–	Sell	-9,259	Closed	-$211K	–	42
2023 Q1	$211K	Buy	9,259 +11	+0.1%	+$249	0.15%	42
2022 Q4	$206K	Buy	+9,248	New	+$205K	0.18%	40

Other funds holding CGCP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Alpha Financial Advisors's CGCP Position: Q1 2026 in Review

Alpha Financial Advisors reduced its Capital Group Core Plus Income ETF (CGCP) stake by 6.2% in Q1 2026, selling an estimated $92.8K and leaving 61,929 shares worth $1.38M. The position accounts for 0.42% of the portfolio, ranked #20.

Alpha Financial Advisors first reported a position in CGCP in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.5M in Q3 2025. 310 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

Alpha Financial Advisors held 61,929 shares of Capital Group Core Plus Income ETF worth $1.38M as of Q1 2026.
Alpha Financial Advisors sold 4,096 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $92.8K.
Capital Group Core Plus Income ETF made up 0.42% of Alpha Financial Advisors's portfolio in Q1 2026, its #20 holding.
Alpha Financial Advisors first reported a position in Capital Group Core Plus Income ETF in Q4 2022 and has held it in 12 quarters since.
Alpha Financial Advisors's Capital Group Core Plus Income ETF position peaked at $1.5M in Q3 2025.
310 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Alpha Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.