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Bay Colony Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Bay Colony 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 		$1.27M Buy
57,099
+5,042
+10% +$113K 0.14% 138
2026
Q1 		$1.16M Buy
52,057
+1,539
+3% +$34.9K 0.14% 146
2025
Q4 		$1.14M Buy
50,518
+474
+0.9% +$10.8K 0.14% 147
2025
Q3 		$1.14M Buy
50,044
+1,477
+3% +$33.4K 0.13% 142
2025
Q2 		$1.09M Sell
48,567
-242
-0.5% -$5.38K 0.15% 137
2025
Q1 		$1.09M Sell
48,809
-10,890
-18% -$244K 0.17% 132
2024
Q4 		$1.33M Sell
59,699
-2,019
-3% -$45.6K 0.2% 110
2024
Q3 		$1.43M Buy
61,718
+29,535
+92% +$675K 0.22% 106
2024
Q2 		$715K Sell
32,183
-95
-0.3% -$2.11K 0.12% 169
2024
Q1 		$725K Hold
32,278
– – 0.13% 168
2023
Q4 		$733K Sell
32,278
-620
-2% -$13.5K 0.14% 155
2023
Q3 		$707K Sell
32,898
-844
-3% -$18.6K 0.17% 130
2023
Q2 		$751K Buy
33,742
+1,689
+5% +$38.2K 0.18% 122
2023
Q1 		$730K Hold
32,053
– – 0.19% 120
2022
Q4 		$714K Buy
+32,053
New +$711K 0.19% 129

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

Bay Colony Advisors's CGCP Position: Q2 2026 in Review

Bay Colony Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 9.7% in Q2 2026, buying an estimated $113K and bringing the position to 57,099 shares worth $1.27M. The position accounts for 0.14% of the portfolio, ranked #138.

Bay Colony Advisors first reported a position in CGCP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.43M in Q3 2024. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Bay Colony Advisors held 57,099 shares of Capital Group Core Plus Income ETF worth $1.27M as of Q2 2026.
  • Bay Colony Advisors bought 5,042 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $113K.
  • Capital Group Core Plus Income ETF made up 0.14% of Bay Colony Advisors's portfolio in Q2 2026, its #138 holding.
  • Bay Colony Advisors first reported a position in Capital Group Core Plus Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Bay Colony Advisors's Capital Group Core Plus Income ETF position peaked at $1.43M in Q3 2024.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.