Bridgewealth Advisory Group’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Bridgewealth Advisory 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	$13.4M	Buy	599,090 +30,295	+5%	+$678K	2.52%	12
2026 Q1	$12.7M	Buy	568,795 +80,144	+16%	+$1.81M	2.64%	11
2025 Q4	$11.1M	Buy	488,651 +111,012	+29%	+$2.53M	2.44%	12
2025 Q3	$8.58M	Buy	377,639 +18,570	+5%	+$420K	1.99%	18
2025 Q2	$8.08M	Buy	359,069 +303,168	+542%	+$6.74M	2.05%	16
2025 Q1	$1.25M	Sell	55,901 -336,886	-86%	-$7.53M	1.65%	20
2024 Q4	$8.76M	Buy	392,787 +66,271	+20%	+$1.5M	2.47%	11
2024 Q3	$7.55M	Buy	326,516 +69,232	+27%	+$1.58M	2.74%	12
2024 Q2	$5.72M	Buy	257,284 +91,890	+56%	+$2.04M	2.53%	14
2024 Q1	$3.71M	Buy	165,394 +144,358	+686%	+$3.25M	1.82%	21
2023 Q4	$477K	Buy	+21,036	New	+$459K	0.37%	44

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

Bridgewealth Advisory Group's CGCP Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Capital Group Core Plus Income ETF (CGCP) stake by 5.3% in Q2 2026, buying an estimated $678K and bringing the position to 599,090 shares worth $13.4M. The position accounts for 2.52% of the portfolio, ranked #12.

Bridgewealth Advisory Group first reported a position in CGCP in Q4 2023 and has held it in 11 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Bridgewealth Advisory Group held 599,090 shares of Capital Group Core Plus Income ETF worth $13.4M as of Q2 2026.
Bridgewealth Advisory Group bought 30,295 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $678K.
Capital Group Core Plus Income ETF made up 2.52% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #12 holding.
Bridgewealth Advisory Group first reported a position in Capital Group Core Plus Income ETF in Q4 2023 and has held it in 11 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.