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

Aptus Capital 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	$98.6K	Hold	4,425	–	–	﹤0.01%	1260
2026 Q1	$98.9K	Hold	4,425	–	–	﹤0.01%	1152
2025 Q4	$100K	Hold	4,425	–	–	﹤0.01%	1178
2025 Q3	$101K	Sell	4,425 -975	-18%	-$22K	﹤0.01%	1121
2025 Q2	$122K	Buy	5,400 +975	+22%	+$21.7K	﹤0.01%	1042
2025 Q1	$99.3K	Buy	4,425 +75	+2%	+$1.68K	﹤0.01%	1012
2024 Q4	$96.6K	Buy	4,350 +1,000	+30%	+$22.6K	﹤0.01%	1017
2024 Q3	$77.5K	Hold	3,350	–	–	﹤0.01%	886
2024 Q2	$74.4K	Sell	3,350 -218,591	-98%	-$4.85M	﹤0.01%	850
2024 Q1	$4.98M	Buy	221,941 +20,037	+10%	+$451K	0.09%	182
2023 Q4	$4.58M	Buy	201,904 +201,204	+28,743%	+$4.39M	0.13%	146
2023 Q3	$15.1K	Buy	+700	New	+$15.4K	﹤0.01%	769

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

Aptus Capital Advisors's CGCP Position: Q2 2026 in Review

Aptus Capital Advisors held its Capital Group Core Plus Income ETF (CGCP) position steady in Q2 2026 at 4,425 shares worth $98.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Aptus Capital Advisors first reported a position in CGCP in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.98M in Q1 2024. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Aptus Capital Advisors held 4,425 shares of Capital Group Core Plus Income ETF worth $98.6K as of Q2 2026.
Aptus Capital Advisors left its Capital Group Core Plus Income ETF share count unchanged in Q2 2026.
Capital Group Core Plus Income ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1260 holding.
Aptus Capital Advisors first reported a position in Capital Group Core Plus Income ETF in Q3 2023 and has held it in 12 quarters since.
Aptus Capital Advisors's Capital Group Core Plus Income ETF position peaked at $4.98M in Q1 2024.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.