Arax Advisory Partners’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Arax Advisory Partners’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	$820K	Buy	36,769 +32,305	+724%	+$723K	0.01%	1326
2026 Q1	$99.7K	Sell	4,464 -94	-2%	-$2.13K	﹤0.01%	1380
2025 Q4	$103K	Buy	+4,558	New	+$104K	﹤0.01%	1327
2025 Q3	–	Sell	-5,392	Closed	-$121K	–	3705
2025 Q2	$121K	Buy	5,392 +2,734	+103%	+$60.8K	0.01%	845
2025 Q1	$59.7K	Buy	+2,658	New	+$59.5K	﹤0.01%	894

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

Arax Advisory Partners's CGCP Position: Q2 2026 in Review

Arax Advisory Partners increased its Capital Group Core Plus Income ETF (CGCP) stake by 724% in Q2 2026, buying an estimated $723K and bringing the position to 36,769 shares worth $820K. The position accounts for 0.01% of the portfolio, ranked #1326.

Arax Advisory Partners first reported a position in CGCP in Q1 2025 and has held it in 5 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Arax Advisory Partners held 36,769 shares of Capital Group Core Plus Income ETF worth $820K as of Q2 2026.
Arax Advisory Partners bought 32,305 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $723K.
Capital Group Core Plus Income ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1326 holding.
Arax Advisory Partners first reported a position in Capital Group Core Plus Income ETF in Q1 2025 and has held it in 5 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.