Capital Analysts LLC’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Capital Analysts LLC’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	$5.97M	Buy	267,958 +68,970	+35%	+$1.54M	0.14%	129
2026 Q1	$4.45M	Buy	198,988 +35,910	+22%	+$813K	0.12%	147
2025 Q4	$3.69M	Buy	163,078 +46,924	+40%	+$1.07M	0.1%	172
2025 Q3	$2.64M	Buy	116,154 +57,713	+99%	+$1.3M	0.08%	205
2025 Q2	$1.31M	Buy	58,441 +20,786	+55%	+$462K	0.04%	249
2025 Q1	$845K	Buy	37,655 +35,205	+1,437%	+$787K	0.03%	282
2024 Q4	$54K	Buy	+2,450	New	+$55.3K	﹤0.01%	731

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

Capital Analysts LLC's CGCP Position: Q2 2026 in Review

Capital Analysts LLC increased its Capital Group Core Plus Income ETF (CGCP) stake by 35% in Q2 2026, buying an estimated $1.54M and bringing the position to 267,958 shares worth $5.97M. The position accounts for 0.14% of the portfolio, ranked #129.

Capital Analysts LLC first reported a position in CGCP in Q4 2024 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Capital Analysts LLC held 267,958 shares of Capital Group Core Plus Income ETF worth $5.97M as of Q2 2026.
Capital Analysts LLC bought 68,970 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $1.54M.
Capital Group Core Plus Income ETF made up 0.14% of Capital Analysts LLC's portfolio in Q2 2026, its #129 holding.
Capital Analysts LLC first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 7 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.