Cambridge Investment Research Advisors
CGCP icon

Cambridge Investment Research Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$52.6M Buy
2,355,079
+72,694
+3% +$1.65M 0.14% 142
2025
Q4 		$51.7M Buy
2,282,385
+297,948
+15% +$6.78M 0.14% 140
2025
Q3 		$45.1M Buy
1,984,437
+59,748
+3% +$1.35M 0.12% 152
2025
Q2 		$43.3M Buy
1,924,689
+33,711
+2% +$749K 0.13% 135
2025
Q1 		$42.5M Buy
1,890,978
+51,176
+3% +$1.14M 0.14% 134
2024
Q4 		$40.8M Buy
1,839,802
+346,246
+23% +$7.81M 0.14% 139
2024
Q3 		$34.5M Buy
1,493,556
+475,830
+47% +$10.9M 0.12% 171
2024
Q2 		$22.6M Buy
1,017,726
+26,585
+3% +$590K 0.08% 226
2024
Q1 		$22.3M Buy
991,141
+51,811
+6% +$1.17M 0.09% 227
2023
Q4 		$21.3M Buy
939,330
+256,248
+38% +$5.59M 0.09% 215
2023
Q3 		$14.7M Sell
683,082
-111,998
-14% -$2.47M 0.07% 275
2023
Q2 		$17.7M Buy
795,080
+175,475
+28% +$3.96M 0.08% 245
2023
Q1 		$14.1M Buy
619,605
+116,848
+23% +$2.64M 0.07% 283
2022
Q4 		$11.2M Buy
502,757
+14,014
+3% +$311K 0.06% 335
2022
Q3 		$10.7M Buy
488,743
+254,616
+109% +$5.92M 0.06% 306
2022
Q2 		$5.45M Buy
+234,127
New +$5.62M 0.03% 553

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors's CGCP Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 3.2% in Q1 2026, buying an estimated $1.65M and bringing the position to 2,355,079 shares worth $52.6M. The position accounts for 0.14% of the portfolio, ranked #142.

Cambridge Investment Research Advisors first reported a position in CGCP in Q2 2022 and has held it in 16 quarters since. 310 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

  • Cambridge Investment Research Advisors held 2,355,079 shares of Capital Group Core Plus Income ETF worth $52.6M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 72,694 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $1.65M.
  • Capital Group Core Plus Income ETF made up 0.14% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #142 holding.
  • Cambridge Investment Research Advisors first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 16 quarters since.
  • 310 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.