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Anchor Investment Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Anchor Investment Management’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 		$496K Hold
22,203
– – 0.04% 268
2025
Q4 		$503K Hold
22,203
– – 0.04% 267
2025
Q3 		$504K Hold
22,203
– – 0.04% 259
2025
Q2 		$500K Hold
22,203
– – 0.04% 258
2025
Q1 		$498K Hold
22,203
– – 0.05% 252
2024
Q4 		$493K Hold
22,203
– – 0.05% 257
2024
Q3 		$513K Buy
+22,203
New +$507K 0.05% 255

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Anchor Investment Management's CGCP Position: Q1 2026 in Review

Anchor Investment Management held its Capital Group Core Plus Income ETF (CGCP) position steady in Q1 2026 at 22,203 shares worth $496K. The position accounts for 0.04% of the portfolio, ranked #268.

Anchor Investment Management first reported a position in CGCP in Q3 2024 and has held it in 7 quarters since. The position peaked at $513K in Q3 2024. 311 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

  • Anchor Investment Management held 22,203 shares of Capital Group Core Plus Income ETF worth $496K as of Q1 2026.
  • Anchor Investment Management left its Capital Group Core Plus Income ETF share count unchanged in Q1 2026.
  • Capital Group Core Plus Income ETF made up 0.04% of Anchor Investment Management's portfolio in Q1 2026, its #268 holding.
  • Anchor Investment Management first reported a position in Capital Group Core Plus Income ETF in Q3 2024 and has held it in 7 quarters since.
  • Anchor Investment Management's Capital Group Core Plus Income ETF position peaked at $513K in Q3 2024.
  • 311 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.