Burford Brothers’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Burford Brothers’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	$234K	Hold	10,483	–	–	0.09%	166
2026 Q1	$234K	Hold	10,483	–	–	0.1%	157
2025 Q4	$237K	Hold	10,483	–	–	0.1%	150
2025 Q3	$238K	Sell	10,483 -284	-3%	-$6.42K	0.1%	148
2025 Q2	$242K	Sell	10,767 -566	-5%	-$12.6K	0.11%	145
2025 Q1	$254K	Buy	+11,333	New	+$253K	0.12%	133

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

Burford Brothers's CGCP Position: Q2 2026 in Review

Burford Brothers held its Capital Group Core Plus Income ETF (CGCP) position steady in Q2 2026 at 10,483 shares worth $234K. The position accounts for 0.09% of the portfolio, ranked #166.

Burford Brothers first reported a position in CGCP in Q1 2025 and has held it in 6 quarters since. The position peaked at $254K in Q1 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Burford Brothers held 10,483 shares of Capital Group Core Plus Income ETF worth $234K as of Q2 2026.
Burford Brothers left its Capital Group Core Plus Income ETF share count unchanged in Q2 2026.
Capital Group Core Plus Income ETF made up 0.09% of Burford Brothers's portfolio in Q2 2026, its #166 holding.
Burford Brothers first reported a position in Capital Group Core Plus Income ETF in Q1 2025 and has held it in 6 quarters since.
Burford Brothers's Capital Group Core Plus Income ETF position peaked at $254K in Q1 2025.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.