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Brookstone Capital Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Brookstone Capital Management’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 		$253K Sell
11,351
-735
-6% -$16.4K ﹤0.01% 1159
2026
Q1 		$270K Sell
12,086
-1,786
-13% -$40.4K ﹤0.01% 1060
2025
Q4 		$314K Sell
13,872
-2,821
-17% -$64.2K ﹤0.01% 977
2025
Q3 		$379K Sell
16,693
-4,047
-20% -$91.5K ﹤0.01% 902
2025
Q2 		$467K Buy
20,740
+8,315
+67% +$185K 0.01% 757
2025
Q1 		$279K Sell
12,425
-11,825
-49% -$264K ﹤0.01% 879
2024
Q4 		$538K Buy
+24,250
New +$547K 0.01% 672

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

Brookstone Capital Management's CGCP Position: Q2 2026 in Review

Brookstone Capital Management reduced its Capital Group Core Plus Income ETF (CGCP) stake by 6.1% in Q2 2026, selling an estimated $16.4K and leaving 11,351 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Brookstone Capital Management first reported a position in CGCP in Q4 2024 and has held it in 7 quarters since. The position peaked at $538K in Q4 2024. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Brookstone Capital Management held 11,351 shares of Capital Group Core Plus Income ETF worth $253K as of Q2 2026.
  • Brookstone Capital Management sold 735 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $16.4K.
  • Capital Group Core Plus Income ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1159 holding.
  • Brookstone Capital Management first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Brookstone Capital Management's Capital Group Core Plus Income ETF position peaked at $538K in Q4 2024.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.