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 Q2	$18.5M	Buy	829,098 +767,169	+1,239%	+$17.2M	4.83%	9
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 $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

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

Alpha Financial Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 1,239% in Q2 2026, buying an estimated $17.2M and bringing the position to 829,098 shares worth $18.5M. The position accounts for 4.83% of the portfolio, ranked #9.

Alpha Financial Advisors first reported a position in CGCP in Q4 2022 and has held it in 13 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Alpha Financial Advisors held 829,098 shares of Capital Group Core Plus Income ETF worth $18.5M as of Q2 2026.
Alpha Financial Advisors bought 767,169 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $17.2M.
Capital Group Core Plus Income ETF made up 4.83% of Alpha Financial Advisors's portfolio in Q2 2026, its #9 holding.
Alpha Financial Advisors first reported a position in Capital Group Core Plus Income ETF in Q4 2022 and has held it in 13 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.