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

Arkadios Wealth 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	$1.28M	Buy	57,244 +1,641	+3%	+$36.7K	0.02%	717
2026 Q1	$1.24M	Buy	55,603 +27,725	+99%	+$628K	0.02%	691
2025 Q4	$631K	Buy	27,878 +5,347	+24%	+$122K	0.01%	902
2025 Q3	$512K	Sell	22,531 -1,186	-5%	-$26.8K	0.01%	927
2025 Q2	$534K	Buy	23,717 +1,273	+6%	+$28.3K	0.02%	821
2025 Q1	$504K	Buy	22,444 +579	+3%	+$12.9K	0.02%	702
2024 Q4	$485K	Buy	21,865 +1,699	+8%	+$38.3K	0.03%	553
2024 Q3	$466K	Buy	20,166 +8,160	+68%	+$186K	0.03%	561
2024 Q2	$267K	Buy	+12,006	New	+$266K	0.02%	672

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

Arkadios Wealth Advisors's CGCP Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 3% in Q2 2026, buying an estimated $36.7K and bringing the position to 57,244 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #717.

Arkadios Wealth Advisors first reported a position in CGCP in Q2 2024 and has held it in 9 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Arkadios Wealth Advisors held 57,244 shares of Capital Group Core Plus Income ETF worth $1.28M as of Q2 2026.
Arkadios Wealth Advisors bought 1,641 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $36.7K.
Capital Group Core Plus Income ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #717 holding.
Arkadios Wealth Advisors first reported a position in Capital Group Core Plus Income ETF in Q2 2024 and has held it in 9 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.