Bernardo Wealth Planning’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Bernardo Wealth Planning’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	$27.6M	Buy	1,240,288 +45,673	+4%	+$1.02M	4.72%	5
2026 Q1	$26.7M	Buy	1,194,615 +35,792	+3%	+$810K	5.22%	5
2025 Q4	$26.2M	Buy	1,158,823 +33,508	+3%	+$763K	5%	5
2025 Q3	$25.6M	Buy	1,125,315 +66,854	+6%	+$1.51M	5.01%	5
2025 Q2	$23.8M	Sell	1,058,461 -104,732	-9%	-$2.33M	5.17%	5
2025 Q1	$26.1M	Buy	1,163,193 +23,224	+2%	+$519K	6.25%	5
2024 Q4	$25.1M	Buy	1,139,969 +88,945	+8%	+$2.01M	6%	5
2024 Q3	$24M	Buy	1,051,024 +95,286	+10%	+$2.18M	5.81%	5
2024 Q2	$21.2M	Buy	955,738 +165,588	+21%	+$3.67M	5.71%	4
2024 Q1	$17.7M	Buy	790,150 +102,697	+15%	+$2.31M	4.94%	5
2023 Q4	$15.6M	Buy	687,453 +108,390	+19%	+$2.37M	4.92%	5
2023 Q3	$12.4M	Buy	579,063 +74,851	+15%	+$1.65M	4.92%	6
2023 Q2	$11.2M	Buy	+504,212	New	+$11.4M	4.47%	7

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

Bernardo Wealth Planning's CGCP Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Capital Group Core Plus Income ETF (CGCP) stake by 3.8% in Q2 2026, buying an estimated $1.02M and bringing the position to 1,240,288 shares worth $27.6M. The position accounts for 4.72% of the portfolio, ranked #5.

Bernardo Wealth Planning first reported a position in CGCP in Q2 2023 and has held it in 13 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Bernardo Wealth Planning held 1,240,288 shares of Capital Group Core Plus Income ETF worth $27.6M as of Q2 2026.
Bernardo Wealth Planning bought 45,673 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $1.02M.
Capital Group Core Plus Income ETF made up 4.72% of Bernardo Wealth Planning's portfolio in Q2 2026, its #5 holding.
Bernardo Wealth Planning first reported a position in Capital Group Core Plus Income ETF in Q2 2023 and has held it in 13 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.