Axxcess Wealth Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Axxcess Wealth Management’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	$357K	Buy	+16,032	New	+$359K	0.01%	814
2026 Q1	–	Sell	-15,858	Closed	-$359K	–	477
2025 Q4	$359K	Buy	+15,858	New	+$361K	0.01%	792

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

Axxcess Wealth Management's CGCP Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q2 2026: 16,032 shares worth $357K. The stake represents 0.01% of the portfolio and ranks #814 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in CGCP as recently as Q4 2025.

Axxcess Wealth Management first reported a position in CGCP in Q4 2025 and has held it in 2 quarters since. The position peaked at $359K in Q4 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Axxcess Wealth Management held 16,032 shares of Capital Group Core Plus Income ETF worth $357K as of Q2 2026.
Capital Group Core Plus Income ETF was a new Axxcess Wealth Management position in Q2 2026.
Capital Group Core Plus Income ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #814 holding.
Axxcess Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q4 2025 and has held it in 2 quarters since.
Axxcess Wealth Management's Capital Group Core Plus Income ETF position peaked at $359K in Q4 2025.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.