Ausdal Financial Partners’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Ausdal Financial 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	$1.99M	Buy	89,078 +3,478	+4%	+$77.8K	0.08%	254
2026 Q1	$1.91M	Buy	85,600 +5,242	+7%	+$119K	0.09%	235
2025 Q4	$1.82M	Sell	80,358 -636	-0.8%	-$14.5K	0.08%	234
2025 Q3	$1.84M	Buy	80,994 +12,575	+18%	+$284K	0.09%	232
2025 Q2	$1.54M	Sell	68,419 -2,270	-3%	-$50.5K	0.1%	198
2025 Q1	$1.59M	Buy	70,689 +6,324	+10%	+$141K	0.12%	172
2024 Q4	$1.43M	Buy	64,365 +9,218	+17%	+$208K	0.12%	164
2024 Q3	$1.27M	Buy	55,147 +30,948	+128%	+$707K	0.13%	161
2024 Q2	$538K	Buy	+24,199	New	+$537K	0.06%	279

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

Ausdal Financial Partners's CGCP Position: Q2 2026 in Review

Ausdal Financial Partners increased its Capital Group Core Plus Income ETF (CGCP) stake by 4.1% in Q2 2026, buying an estimated $77.8K and bringing the position to 89,078 shares worth $1.99M. The position accounts for 0.08% of the portfolio, ranked #254.

Ausdal Financial Partners first reported a position in CGCP in Q2 2024 and has held it in 9 quarters since. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Ausdal Financial Partners held 89,078 shares of Capital Group Core Plus Income ETF worth $1.99M as of Q2 2026.
Ausdal Financial Partners bought 3,478 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $77.8K.
Capital Group Core Plus Income ETF made up 0.08% of Ausdal Financial Partners's portfolio in Q2 2026, its #254 holding.
Ausdal Financial Partners first reported a position in Capital Group Core Plus Income ETF in Q2 2024 and has held it in 9 quarters since.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.