Ameritas Advisory Services’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.39M Buy
62,484
+49,873
+395% +$1.12M 0.03% 457
2026
Q1
$282K Buy
12,611
+3,245
+35% +$73.5K 0.01% 795
2025
Q4
$212K Sell
9,366
-30,112
-76% -$685K 0.01% 883
2025
Q3
$897K Buy
39,478
+3,788
+11% +$85.6K 0.06% 270
2025
Q2
$803K Sell
35,690
-17,768
-33% -$395K 0.04% 403
2025
Q1
$1.19M Sell
53,458
-664
-1% -$14.9K 0.05% 349
2024
Q4
$1.2M Sell
54,122
-1,116
-2% -$25.2K 0.04% 364
2024
Q3
$1.28M Buy
55,238
+1,692
+3% +$38.6K 0.06% 320
2024
Q2
$1.19M Buy
53,546
+557
+1% +$12.4K 0.04% 363
2024
Q1
$1.17M Buy
+52,989
New +$1.19M 0.05% 339
2023
Q4
Sell
-37,437
Closed -$797K 701
2023
Q3
$797K Buy
37,437
+23,770
+174% +$524K 0.04% 387
2023
Q2
$301K Buy
13,667
+7,340
+116% +$166K 0.04% 405
2023
Q1
$144K Sell
6,327
-5,135
-45% -$116K 0.01% 875
2022
Q4
$255K Buy
+11,462
New +$254K 0.01% 756

Other funds holding CGCP

Ameritas Advisory Services's CGCP Position: Q2 2026 in Review

Ameritas Advisory Services increased its Capital Group Core Plus Income ETF (CGCP) stake by 395% in Q2 2026, buying an estimated $1.12M and bringing the position to 62,484 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #457.

Ameritas Advisory Services first reported a position in CGCP in Q4 2022 and has held it in 14 quarters since. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Ameritas Advisory Services held 62,484 shares of Capital Group Core Plus Income ETF worth $1.39M as of Q2 2026.
  • Ameritas Advisory Services bought 49,873 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $1.12M.
  • Capital Group Core Plus Income ETF made up 0.03% of Ameritas Advisory Services's portfolio in Q2 2026, its #457 holding.
  • Ameritas Advisory Services first reported a position in Capital Group Core Plus Income ETF in Q4 2022 and has held it in 14 quarters since.
  • 325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.