Brinker Capital Investments’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Brinker Capital Investments’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	$3.02M	Buy	135,555 +41,946	+45%	+$938K	0.02%	586
2026 Q1	$2.09M	Buy	93,609 +9,500	+11%	+$215K	0.02%	742
2025 Q4	$1.9M	Buy	84,109 +11,430	+16%	+$260K	0.01%	878
2025 Q3	$1.65M	Buy	72,679 +22,166	+44%	+$501K	0.01%	950
2025 Q2	$1.14M	Buy	50,513 +16,727	+50%	+$372K	0.01%	1121
2025 Q1	$758K	Buy	33,786 +16,916	+100%	+$378K	0.01%	1214
2024 Q4	$375K	Buy	+16,870	New	+$381K	﹤0.01%	1452

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

Brinker Capital Investments's CGCP Position: Q2 2026 in Review

Brinker Capital Investments increased its Capital Group Core Plus Income ETF (CGCP) stake by 45% in Q2 2026, buying an estimated $938K and bringing the position to 135,555 shares worth $3.02M. The position accounts for 0.02% of the portfolio, ranked #586.

Brinker Capital Investments first reported a position in CGCP in Q4 2024 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Brinker Capital Investments held 135,555 shares of Capital Group Core Plus Income ETF worth $3.02M as of Q2 2026.
Brinker Capital Investments bought 41,946 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $938K.
Capital Group Core Plus Income ETF made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #586 holding.
Brinker Capital Investments first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 7 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.