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

AlphaCore Capital’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	$1.06M	Sell	47,676 -7,771	-14%	-$174K	0.02%	448
2026 Q1	$1.24M	Sell	55,447 -16,815	-23%	-$381K	0.03%	333
2025 Q4	$1.64M	Sell	72,262 -813	-1%	-$18.5K	0.04%	308
2025 Q3	$1.66M	Sell	73,075 -1,696	-2%	-$38.3K	0.06%	218
2025 Q2	$1.68M	Sell	74,771 -529	-0.7%	-$11.8K	0.06%	198
2025 Q1	$1.69M	Buy	+75,300	New	+$1.68M	0.14%	131

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

AlphaCore Capital's CGCP Position: Q2 2026 in Review

AlphaCore Capital reduced its Capital Group Core Plus Income ETF (CGCP) stake by 14% in Q2 2026, selling an estimated $174K and leaving 47,676 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #448.

AlphaCore Capital first reported a position in CGCP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.69M in Q1 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

AlphaCore Capital held 47,676 shares of Capital Group Core Plus Income ETF worth $1.06M as of Q2 2026.
AlphaCore Capital sold 7,771 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $174K.
Capital Group Core Plus Income ETF made up 0.02% of AlphaCore Capital's portfolio in Q2 2026, its #448 holding.
AlphaCore Capital first reported a position in Capital Group Core Plus Income ETF in Q1 2025 and has held it in 6 quarters since.
AlphaCore Capital's Capital Group Core Plus Income ETF position peaked at $1.69M in Q1 2025.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.