Benjamin Edwards Inc’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Benjamin Edwards Inc’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	$76.6M	Buy	3,438,056 +200,100	+6%	+$4.48M	0.7%	22
2026 Q1	$72.3M	Buy	3,237,956 +2,750,098	+564%	+$62.3M	0.72%	24
2025 Q4	$11M	Buy	487,858 +102,194	+26%	+$2.33M	0.12%	181
2025 Q3	$8.76M	Buy	385,664 +65,065	+20%	+$1.47M	0.1%	205
2025 Q2	$7.21M	Buy	320,599 +5,164	+2%	+$115K	0.09%	207
2025 Q1	$7.08M	Buy	315,435 +42,326	+15%	+$947K	0.1%	208
2024 Q4	$6.06M	Buy	273,109 +44,781	+20%	+$1.01M	0.09%	232
2024 Q3	$5.28M	Buy	+228,328	New	+$5.22M	0.08%	256

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

Benjamin Edwards Inc's CGCP Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Capital Group Core Plus Income ETF (CGCP) stake by 6.2% in Q2 2026, buying an estimated $4.48M and bringing the position to 3,438,056 shares worth $76.6M. The position accounts for 0.7% of the portfolio, ranked #22.

Benjamin Edwards Inc first reported a position in CGCP in Q3 2024 and has held it in 8 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Benjamin Edwards Inc held 3,438,056 shares of Capital Group Core Plus Income ETF worth $76.6M as of Q2 2026.
Benjamin Edwards Inc bought 200,100 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $4.48M.
Capital Group Core Plus Income ETF made up 0.7% of Benjamin Edwards Inc's portfolio in Q2 2026, its #22 holding.
Benjamin Edwards Inc first reported a position in Capital Group Core Plus Income ETF in Q3 2024 and has held it in 8 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.