Bank of America
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Bank of America’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Bank of America’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
Q1 		$32.6M Buy
1,458,719
+445,935
+44% +$10.1M ﹤0.01% 1968
2025
Q4 		$22.9M Buy
1,012,784
+362,833
+56% +$8.26M ﹤0.01% 2183
2025
Q3 		$14.8M Buy
649,951
+451,150
+227% +$10.2M ﹤0.01% 2902
2025
Q2 		$4.47M Sell
198,801
-4,993
-2% -$111K ﹤0.01% 4014
2025
Q1 		$4.58M Buy
203,794
+202,844
+21,352% +$4.54M ﹤0.01% 3897
2024
Q4 		$21.1K Buy
+950
New +$21.4K ﹤0.01% 6838
2024
Q3 		– Sell
-4,936
Closed -$110K – 8188
2024
Q2 		$110K Sell
4,936
-7,544
-60% -$167K ﹤0.01% 6213
2024
Q1 		$280K Buy
+12,480
New +$281K ﹤0.01% 5698

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America's CGCP Position: Q1 2026 in Review

Bank of America increased its Capital Group Core Plus Income ETF (CGCP) stake by 44% in Q1 2026, buying an estimated $10.1M and bringing the position to 1,458,719 shares worth $32.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

Bank of America first reported a position in CGCP in Q1 2024 and has held it in 8 quarters since. 310 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

  • Bank of America held 1,458,719 shares of Capital Group Core Plus Income ETF worth $32.6M as of Q1 2026.
  • Bank of America bought 445,935 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $10.1M.
  • Capital Group Core Plus Income ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1968 holding.
  • Bank of America first reported a position in Capital Group Core Plus Income ETF in Q1 2024 and has held it in 8 quarters since.
  • 310 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.