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

Atlas Legacy 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	$540K	Buy	24,232 +174	+0.7%	+$3.89K	0.08%	138
2026 Q1	$537K	Hold	24,058	–	–	0.1%	125
2025 Q4	$545K	Sell	24,058 -1,051	-4%	-$23.9K	0.1%	131
2025 Q3	$570K	Buy	25,109 +8,140	+48%	+$184K	0.11%	119
2025 Q2	$382K	Hold	16,969	–	–	0.08%	134
2025 Q1	$382K	Sell	16,969 -171	-1%	-$3.83K	0.1%	124
2024 Q4	$381K	Buy	+17,140	New	+$387K	0.09%	127

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

Atlas Legacy Advisors's CGCP Position: Q2 2026 in Review

Atlas Legacy Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 0.72% in Q2 2026, buying an estimated $3.89K and bringing the position to 24,232 shares worth $540K. The position accounts for 0.08% of the portfolio, ranked #138.

Atlas Legacy Advisors first reported a position in CGCP in Q4 2024 and has held it in 7 quarters since. The position peaked at $570K in Q3 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Atlas Legacy Advisors held 24,232 shares of Capital Group Core Plus Income ETF worth $540K as of Q2 2026.
Atlas Legacy Advisors bought 174 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $3.89K.
Capital Group Core Plus Income ETF made up 0.08% of Atlas Legacy Advisors's portfolio in Q2 2026, its #138 holding.
Atlas Legacy Advisors first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 7 quarters since.
Atlas Legacy Advisors's Capital Group Core Plus Income ETF position peaked at $570K in Q3 2025.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.