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 Q2	$495K	Hold	22,203	–	–	0.04%	262
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 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 22.9% 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

Anchor Investment Management's CGCP Position: Q2 2026 in Review

Anchor Investment Management held its Capital Group Core Plus Income ETF (CGCP) position steady in Q2 2026 at 22,203 shares worth $495K. The position accounts for 0.04% of the portfolio, ranked #262.

Anchor Investment Management first reported a position in CGCP in Q3 2024 and has held it in 8 quarters since. The position peaked at $513K in Q3 2024. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Anchor Investment Management held 22,203 shares of Capital Group Core Plus Income ETF worth $495K as of Q2 2026.
Anchor Investment Management left its Capital Group Core Plus Income ETF share count unchanged in Q2 2026.
Capital Group Core Plus Income ETF made up 0.04% of Anchor Investment Management's portfolio in Q2 2026, its #262 holding.
Anchor Investment Management first reported a position in Capital Group Core Plus Income ETF in Q3 2024 and has held it in 8 quarters since.
Anchor Investment Management's Capital Group Core Plus Income ETF position peaked at $513K in Q3 2024.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.