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

American 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	$376K	Sell	16,865 -3,861	-19%	-$86.4K	0.05%	113
2026 Q1	$463K	Buy	20,726 +215	+1%	+$4.87K	0.06%	92
2025 Q4	$464K	Buy	20,511 +262	+1%	+$5.96K	0.06%	95
2025 Q3	$460K	Sell	20,249 -783	-4%	-$17.7K	0.06%	99
2025 Q2	$473K	Sell	21,032 -189	-0.9%	-$4.2K	0.07%	97
2025 Q1	$476K	Buy	21,221 +233	+1%	+$5.21K	0.07%	83
2024 Q4	$466K	Buy	20,988 +277	+1%	+$6.25K	0.07%	83
2024 Q3	$479K	Sell	20,711 -2,170	-9%	-$49.6K	0.07%	83
2024 Q2	$508K	Buy	22,881 +389	+2%	+$8.63K	0.07%	78
2024 Q1	$505K	Buy	22,492 +465	+2%	+$10.5K	0.07%	82
2023 Q4	$500K	Buy	22,027 +5,688	+35%	+$124K	0.07%	79
2023 Q3	$351K	Buy	+16,339	New	+$360K	0.06%	97

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

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

American Financial Advisors reduced its Capital Group Core Plus Income ETF (CGCP) stake by 19% in Q2 2026, selling an estimated $86.4K and leaving 16,865 shares worth $376K. The position accounts for 0.05% of the portfolio, ranked #113.

American Financial Advisors first reported a position in CGCP in Q3 2023 and has held it in 12 quarters since. The position peaked at $508K in Q2 2024. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

American Financial Advisors held 16,865 shares of Capital Group Core Plus Income ETF worth $376K as of Q2 2026.
American Financial Advisors sold 3,861 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $86.4K.
Capital Group Core Plus Income ETF made up 0.05% of American Financial Advisors's portfolio in Q2 2026, its #113 holding.
American Financial Advisors first reported a position in Capital Group Core Plus Income ETF in Q3 2023 and has held it in 12 quarters since.
American Financial Advisors's Capital Group Core Plus Income ETF position peaked at $508K in Q2 2024.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.