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Cape Investment Advisory’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Cape Investment Advisory’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 		$3.92K Buy
+176
New +$3.94K ﹤0.01% 1092

Other funds holding CGCP

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM

Cape Investment Advisory's CGCP Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q2 2026: 176 shares worth $3.92K. The stake represents ﹤0.01% of the portfolio and ranks #1092 among its holdings.

82 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Cape Investment Advisory held 176 shares of Capital Group Core Plus Income ETF worth $3.92K as of Q2 2026.
  • Capital Group Core Plus Income ETF was a new Cape Investment Advisory position in Q2 2026.
  • Capital Group Core Plus Income ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1092 holding.
  • 82 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.