Cambridge Investment Research Advisors
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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
Q2 		$54.4M Buy
2,441,078
+85,999
+4% +$1.92M 0.12% 153
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 $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

Cambridge Investment Research Advisors's CGCP Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 3.7% in Q2 2026, buying an estimated $1.92M and bringing the position to 2,441,078 shares worth $54.4M. The position accounts for 0.12% of the portfolio, ranked #153.

Cambridge Investment Research Advisors first reported a position in CGCP in Q2 2022 and has held it in 17 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Cambridge Investment Research Advisors held 2,441,078 shares of Capital Group Core Plus Income ETF worth $54.4M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 85,999 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $1.92M.
  • Capital Group Core Plus Income ETF made up 0.12% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #153 holding.
  • Cambridge Investment Research Advisors first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.