Baird Financial Group
CGCP icon

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

Baird Financial Group’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 		$53.9M Buy
2,416,606
+321,444
+15% +$7.19M 0.07% 171
2026
Q1 		$46.8M Buy
2,095,162
+548,182
+35% +$12.4M 0.07% 179
2025
Q4 		$35M Buy
1,546,980
+55,069
+4% +$1.25M 0.05% 229
2025
Q3 		$33.9M Sell
1,491,911
-49,224
-3% -$1.11M 0.05% 250
2025
Q2 		$34.7M Buy
1,541,135
+63,243
+4% +$1.41M 0.06% 245
2025
Q1 		$33.2M Sell
1,477,892
-107,693
-7% -$2.41M 0.06% 243
2024
Q4 		$35.2M Buy
1,585,585
+64,484
+4% +$1.46M 0.07% 245
2024
Q3 		$35.2M Buy
1,521,101
+89,070
+6% +$2.03M 0.07% 243
2024
Q2 		$31.8M Buy
1,432,031
+52,274
+4% +$1.16M 0.07% 249
2024
Q1 		$31M Buy
1,379,757
+1,197,668
+658% +$26.9M 0.07% 255
2023
Q4 		$4.13M Buy
182,089
+60,363
+50% +$1.32M 0.01% 705
2023
Q3 		$2.62M Buy
121,726
+10,760
+10% +$237K 0.01% 829
2023
Q2 		$2.47M Buy
110,966
+2,143
+2% +$48.4K 0.01% 845
2023
Q1 		$2.48M Buy
108,823
+1,331
+1% +$30.1K 0.01% 821
2022
Q4 		$2.4M Buy
107,492
+67,037
+166% +$1.49M 0.01% 819
2022
Q3 		$885K Buy
+40,455
New +$940K ﹤0.01% 1096

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Baird Financial Group's CGCP Position: Q2 2026 in Review

Baird Financial Group increased its Capital Group Core Plus Income ETF (CGCP) stake by 15% in Q2 2026, buying an estimated $7.19M and bringing the position to 2,416,606 shares worth $53.9M. The position accounts for 0.07% of the portfolio, ranked #171.

Baird Financial Group first reported a position in CGCP in Q3 2022 and has held it in 16 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Baird Financial Group held 2,416,606 shares of Capital Group Core Plus Income ETF worth $53.9M as of Q2 2026.
  • Baird Financial Group bought 321,444 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $7.19M.
  • Capital Group Core Plus Income ETF made up 0.07% of Baird Financial Group's portfolio in Q2 2026, its #171 holding.
  • Baird Financial Group first reported a position in Capital Group Core Plus Income ETF in Q3 2022 and has held it in 16 quarters since.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.